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7min chapter
Re-examining pension plans for professionals with Jason Pereira
beyond MD with Dr. Yatin Chadha
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This chapter discusses the outdated financial planning industry in Canada, comparing it to the U.S. and highlighting issues like undisclosed fees and a lack of competition.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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode