The financial services industry is changing all the time, and people need advisors who can give them accurate, timely advice on their investments and plans for the future. If [ … ]
Financial Services
Financial Services Insight: FP Canada
In April 2019, the new professional body FP Canada was launched to lead the growth and advancement of professional financial planning. FP Canada assumed the responsibilities of the Financial [ … ]
Should I Choose a Financial Planner or a Financial Advisor and What’s the Difference?
by Ronda Payne
Financial services professionals are a regular part of life for many Canadians. Whether it’s your daily bank account, an inheritance, an ongoing savings program, life insurance or a company [ … ]
Why Take the Life Licence Qualification Program (LLQP)
by Ronda Payne
In the insurance and financial management world, being able to care for all of a client’s needs is essential to building stable and lasting relationships. The Life Licence Qualification [ … ]
Why an Elder Planning Counselor Designation is the Ideal Addition for Financial Planners
by Ronda Payne
Guiding people through their various financial life stages is part of being a financial planner, but as those clients mature and approach retirement, what kinds of specific needs do [ … ]
Why Financial Advisors Should be More Proactive
by Ronda Payne
Into every life a little rain must fall and nine times out of ten, that means there is a financial aspect to the concern or milestone. It happens to [ … ]
Made at Ashton: Mary Ong
Mary Ong has always known that career success doesn’t come easily and requires a lot of hard work and diligence. Working in financial planning involves constant upgrading of one’s [ … ]
Made at Ashton: John Hakkarainen
Making financial decisions can be intimidating for most people, with lots of options to choose from and lack of knowledge of how these choices can impact one’s financial security. [ … ]
Appreciating Ethics in the Insurance Industry
by Ronda Payne
In the past, life insurance agents often got a bad rap. Many times, they were seen as salesmen who only wanted to push their products and didn’t give a [ … ]
Made at Ashton: Nancy Lee
A career in financial services was not something that Nancy has ever thought about while working in the health and pharmaceutical industries for many years. It was her sense [ … ]
Short Finance Courses can Jumpstart Your Career
by Ronda Payne
Many individuals wish they could have a successful career in finance but don’t have a clue where to start. They see themselves working with numbers and making decisions around [ … ]
Make the Most of Your Retirement
by Ronda Payne
Retirement should be a happy time, but for many the approach of the golden years is filled more with fear and stress than any other time. Why? Because with [ … ]