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FPSC in the News

FPSC in the News

Some of the publications FPSC has appeared in include:







Click on the publication titles below for recent media coverage of FPSC and financial planning.

December 2017

Are robo-advisors a tool or threat for advisors?

Those who will prosper are the ones who embrace technology to add value to their offering, says FPSC President and CEO Cary List.

Wealth Professional
December 2017

Pattie Lovett-Reid: What to do about diminished financial capacity

4 warning signs and what to look for when it comes to money management.

@BNNTV
December 2017

Ontario government reiterates commitment to restrict use of financial planning titles

Standards are critical to ensure anyone who calls themselves a “financial planner” is qualified, ethical, overseen and accountable for their professional conduct.

The Insurance & Investment Journal
December 2017

The case for certification

Too often, the expectation of poor advice has led Canadians to seek no advice at all, and society is paying for it.

Wealth Professional
December 2017

Shaping the future of financial planning

The financial planning profession must adapt to new technology and changing regulatory and client expectations all over the world.

Investment Executive
November 2017

No need to fear AI, experts say

AI is unlikely to replicate financial planners’ judgement, empathy, humour or creativity.

Investment Executive
November 2017

Outstanding financial planners earn FPSC recognition

The Donald J. Johnston Lifetime Achievement Award in Financial Planning, FPSC’s highest honour, was given to John De Goey.

Wealth Professional
November 2017

FPSC honours financial planning professionals

Planners were recognized for their achievements and contributions to the financial planning profession.

Investment Executive
November 2017

Financial planners receive FPSC awards

8 prestigious awards were presented to individuals from across the country.

Advisor
November 2017

FPSC honours John De Goey with lifetime achievement award

The award is the highest honour bestowed by FPSC, recognizing a lifetime advancement of CFP certification and significant positive impact on the financial planning profession.

The Insurance & Investment Journal
November 2017

Financial planning for the future of AI and robo-advisors

Cary List, President and CEO of FPSC shares that what humans are able to do better than technology is get to the human side of the equation.

@BNNTV
November 2017

Financial planners not regulated

It’s your money—don’t be afraid to ask these questions.

CJAD 800
November 2017

Financial planning is unregulated in Canada

Find out how to protect yourself.

Roundhouse Radio
November 2017

What you need to know about financial planners

Are you working with a professional financial planner?

CTV: Your Morning
November 2017

Cary List to serve as FPSB council chairman for 2018

The FPSB council acts as an advisory and consultative body to FPSB's board of directors.

Investment Executive
November 2017

Having two advisors usually not better than one

Research shows Canadians are more likely to reach their goals if they create a comprehensive financial plan with a professional financial planner.

The Globe and Mail
November 2017

Financial Planning Standards Board elects Cary List as 2018 Council Chairperson

“My goal in 2018 is that the FPSB network continues to enhance its work as a strong collective voice in being a trusted resource for government, regulators and consumers alike.” –Cary List.

The Insurance & Investment Journal
November 2017

Evidence for rigorous KYC (Know Your Client)

Anyone can call themselves a financial planner, which leaves people confused and at risk.

Advisor
November 2017

Low financial confidence prevents many Canadians from seeking advice

Canadians should check the qualifications of the person providing them with financial advice.

The Insurance & Investment Journal
November 2017

Canadians lack confidence when speaking about finances

Canadians’ lack of financial confidence may be preventing them from getting the financial help they need.

Investment Executive