beyond MD with Dr. Yatin Chadha cover image

Re-examining pension plans for professionals with Jason Pereira

beyond MD with Dr. Yatin Chadha

CHAPTER

The Future of Financial Planning in Canada

This chapter discusses the outdated financial planning industry in Canada, comparing it to the U.S. and highlighting issues like undisclosed fees and a lack of competition. Anticipated regulatory changes and the role of technology in providing clearer disclosures and tailored advisory services are also explored.

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