Business owners do a better job of retirement planning and start investing at an earlier age
Baby boomers need help juggling their own financial priorities with the needs of their dependent children and their aging parents
Behavioural economists have devised techniques to help clients stick to their financial plans. Clients with vivid images of their retirement commit to more ambitious savings programs
When working with an advisor, clients of all ages prefer a personalized approach
But less than half of women feel confident in their ability to make saving and investing decisions
Younger and older Canadian families are struggling with the effects of the recession
Brett Strano, an advisor with Edward Jones in Mississauga, Ont., talks about keeping clients on track with their retirement strategies even during stormy times. Strano discusses three “buckets” for retirement planning in the short and long term, focusing on “need to haves”, “nice to haves” and “never haves”. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
John Horwood, director, wealth management at Richardson GMP Ltd. in Toronto, discusses tax efficient strategies for successful entrepreneurs and how strategic philanthropy can leverage tax rules to acheive remarkable charitable results. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
New module lets advisors to review all major aspects of a client’s financial plan from a single platform
Pairing with a career coach to help a suddenly unemployed client