One-third of Canadians don’t have life insurance: survey
Life events change clients’ appetite towards risk
- By: IE Staff
- November 24, 2010 October 31, 2019
- 10:35
Life events change clients’ appetite towards risk
PIAC suggests establishing SRO for financial planners in Canada
Two-year hike would ensure that pension benefits don’t have to be cut and premiums don’t have to rise
Housing affordability consistent with historic trends
New Canadians know more about establishing credit
Total assets to grow to $275 billion by the end of 2020
Majority want to be actively involved in how their donations are used
Canadians remain most worried about having sufficient income for a desired lifestyle
It’s a positive step in the right direction, says FPSC
Majority admit that they can’t estimate the retirement income they will likely need
Commodity prices also poised to fall as fundamentals lift U.S. dollar
Skip the usual ‘lecture’ and address clients’ personal retirement wants and needs
Website helps consumers consider finances, lifestyle issues
TD Waterhouse offers five steps to motivate female clients
Almost 40% remain unaware of TFSA investment options
Homeowners are comfortable with their level of mortgage debt
Trend likely not sustainable as growth in construction and public sector jobs dries up
Consumers already trimming the pace of borrowing
Women rely more on their advisor for investment assistance
U.S. donors of Canadian land get encouragement from Ottawa
56% of Canada’s boomers still have a mortgage: report
One in five have tapped into their long-term savings and investments to meet immediate financial needs
28 honourees make the list
Increases in all provinces
Canadian investors face gender gap