Michelle Schriver Auhtor Headshot Image

Michelle Schriver

Michelle is a senior reporter for Advisor.ca and sister publication Investment Executive. She has worked with the team since 2015 and been recognized by the National Magazine Awards and SABEW for her reporting. Email her at michelle@newcom.ca.

FP Canada releases CFP, QAFP exam results for June FP Canada releases CFP, QAFP exam results for June

Industry

FP Canada releases CFP, QAFP exam results for June

Eight in 10 first-time CFP candidates passed

By Michelle Schriver |August 8, 2025

1 min read

Advocis files counterclaim against SeeWhy Financial Learning Advocis files counterclaim against SeeWhy Financial Learning

Industry

Advocis files counterclaim against SeeWhy Financial Learning

Association alleges it was overcharged, while education provider says agreement terms are clear

By Michelle Schriver |August 7, 2025

4 min read

Advocis’ 2025 board reflects commitment to governance reform Advocis’ 2025 board reflects commitment to governance reform

Industry

Advocis’ 2025 board reflects commitment to governance reform

When considering board candidates, “it’s not a tap on the shoulder,” past chairman Al Jones says

By Michelle Schriver |August 6, 2025

3 min read

Prescribed rate to remain at 3% in Q4 Prescribed rate to remain at 3% in Q4

Industry

Prescribed rate to remain at 3% in Q4

Rate dropped one percentage point in third quarter, which began on July 1

By Michelle Schriver |August 1, 2025

2 min read

Cost cutting drove surplus for Advocis in 2024 Cost cutting drove surplus for Advocis in 2024

Industry

Cost cutting drove surplus for Advocis in 2024

Compensation dropped 28% following “organizational restructuring”

By Michelle Schriver |August 1, 2025

5 min read

CRA updates timeline to address incorrectly assessed T1s claiming LCGE CRA updates timeline to address incorrectly assessed T1s claiming LCGE

News

CRA updates timeline to address incorrectly assessed T1s claiming LCGE

Agency tells CPA Canada it will begin reassessing affected returns "shortly"

By Michelle Schriver |July 29, 2025

2 min read

Advocis launches emerging leaders committee to help grow membership Advocis launches emerging leaders committee to help grow membership

Industry

Advocis launches emerging leaders committee to help grow membership

Participants provide "fresh perspectives," CEO says

By Michelle Schriver |July 24, 2025

2 min read

CRA warns taxpayers against FHSA excess amounts CRA warns taxpayers against FHSA excess amounts

Industry News

CRA warns taxpayers against FHSA excess amounts

Agency urges ‘swift action’ to restore account within annual limit to minimize tax impact

By Michelle Schriver |July 24, 2025

3 min read

RRIF proposal’s fiscal impact ‘relatively modest,’ but measure may no longer be warranted RRIF proposal’s fiscal impact ‘relatively modest,’ but measure may no longer be warranted

Policy

RRIF proposal’s fiscal impact ‘relatively modest,’ but measure may no longer be warranted

Still, tax advisors suggest that some clients continue to wait to make mandatory minimum withdrawal

By Michelle Schriver |July 7, 2025

4 min read

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