Pandemic uncertainty weighs on clients, recent polls suggest
The Financial Consumer Agency of Canada’s renewed national strategy for financial literacy can help Canadians focus on the future
More than half of Canadians made the contributions they had planned to this year
Financial planners can play a key role in rebuilding Canadians’ confidence
Delaying CPP is best for clients in the long run, but advisors can increase their compensation when clients take the benefit early, according to new research
Almost 40% of poll respondents say they can’t weather a financial emergency
Chantal Lamoureux takes the helm
Clients can access the tool through their online banking dashboard
Your client is a couple years away from retirement and just lost their job. Now what?
Industry raises concerns with proposed standards for advisor, planner titles