After being interested in becoming a financial advisor for quite a while, she joined Thierman Financial in 2015 and brings a ...

Wealth Management alum Madison Georgi shares how the program gave her the confidence and knowledge to tackle complex ...

Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].

A Certified Financial Planner explains how the CPP process works for a non-resident of Canada and if a return to the country ...

FFP to issue more than $678,000 in grants in 2025 to support pro bono financial planning programs for people facing financial ...

Hannah Myburgh is an experienced Certified Financial Planner® at Crue Invest (Pty) Ltd where she has also been instrumental ...

Even accurate predictions about market valuation can lead to poor timing decisions,” writes financial planner David Lawrence.

Kyle Johnson, owner and senior wealth advisor at Link Wealth Strategies, uses tax planning software to help set his firm ...

Whereas financial advisors tend to focus more on traditional topics like retirement, taxes, and investments, financial ...

Brandon Durant is an Ottawa-based certified financial planner who brings comprehensive and holistic financial planning ...

"It's hard to overcome a client's enamored passion," said Lili Vasileff, a certified financial planner in Greenwich, Conn. "Time might prove you right [that the marriage was a mistake], but by that ...

Learn more Have you ever wondered what resolutions certified financial planners set for themselves in the new year? We certainly did — and spoke to five money pros who shared their own financial ...