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The MoneySense Find a Qualified Advisor Tool is a helpful resource for individuals in Canada who are seeking financial advisors. Created in partnership with the Financial Planning Association of Canada, the tool provides a directory of advisors who are active members of FPAC and have recognized financial planning designations. Users can search for advisors based on their qualifications, location, services, specializations, and payment models. The tool includes advisors from different regions in Canada who offer various financial planning services and charge for their services in different ways. It emphasizes the importance of conducting research and verifying credentials when selecting an advisor, and also mentions the increasing prevalence of virtual meetings and the ability to connect with advisors from different locations. [Extracted from the article]

This article discusses the areas regarding outsourcing pension plan administration responsibilities that a financial advisor should know. It describes an outsourcing arrangement as being usually divided into three components which are decision and selection, outsourcing arrangement in action and termination of outsourcing arrangement. Pension law in Canada allows plan administrators to delegate its responsibilities so long as it is reasonable to do so. It enumerates several situations where it would be better for plan administrator to outsource.

This article highlights the results of the 2010 capital accumulation plans (CAP) members survey focusing the members' view toward their retirement plan. It suggests that most of the respondents still do not have clear understanding of their what they need to secure a comfortable retirement despite being in their plan for 9.3 years at the average. It says that 56% think of their defined contribution plan provided by their employer as their primary retirement savings option.

The article presents the results of the 2007 Survey of Capital Accumulation Plan (CAP) Members conducted by "Benefits Canada." Respondents estimate they will need an average of $1.3 million to retire. While most respondents have engaged a financial advisor, just 45% would be somewhat or very interested in having a financial advisor provide them with a formal financial plan that integrates their employee retirement plan with their other investment, insurance and estate planning needs.

Presents the Life Insurance and Market Research Association's 2004 Tracking Opinions of the Public in Canada survey which focused on the responsibilities of financial personal advisors. Variety of insurance plans that consumers are interested in; Percentage of consumers that want advice on financial products; Assumption of consumers on life insurance companies; Importance of discussing financial issues with consumers. INSET: A COMPELLING NEED.

The article focuses on the importance of estate planning for the parents of children with disabilities in Canada. It notes that financial planners must first focus on identifying the needs of the disabled child than prioritizing investment and tax strategies. It discusses how to overcome the fears of parents to discuss the needs of their child when they die.

An interview with certified financial planner Jason Heath is presented. Health discusses the economic outlook involving the Canadian stock market. He suggests that investors should take charge and focus on what they can control and should expect that stock market returns to be muted. He adds not to be emotional when investing in the stock market.

The article focuses on the benefit from the services of a financial planner. Stacey Agecoutay is a financial planner with the CIBC in Regina, Saskatchewan. Agecoutay started out as a bank teller after completing the Native Bank Teller Training Program offered by Indian and Northern Affairs Canada. Since then he has also completed the Professional Financial Planning Course, the Certified Financial Planner Course, the Conduct and Practices Course, the Wealth Management Course and the Investment Management Techniques Course. The typical client that comes to Agecoutay is in their mid-40s to late 50s, has between one and three children, has an annual family income of between $100,000 to $150,000, and a net worth of $250,000 to $500,000.