Beverly Evans, director, wealth management, investment advisor, Richardson GMP, lists eight difficult questions you must ask your clients for quality financial planning and retention. She spoke at the 2014 Radius Practice Management and Retirement Summit in Toronto.
Don’t think about care costs as a single number — plan for ranges that evolve over time
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
43% of Canadians found it hard to see the value of a financial plan: KPMG
Aging client base, different registered accounts are changing how advisors see RRSP season
Economists had expected a 0.4% increase
Unique provision aims to balance interests, provide greater certainty
GoSmart targets newer investors, excludes mutual funds, GICs, bonds, options