Canadians positive about their finances
4 out of 10 Canadians are looking for tools to help them track their finances more effectively: poll
With RRSP season ramping up, the Financial Planning Standards Council is encouraging Canadians to take a more comprehensive planning perspective for retirement and other lifestages.According to the FPSC’s Value of Financial Planning study, 61% of Canadians who engage in comprehensive financial planning feel confident they will be satisfied with their financial situation upon retirement, as […]
Advisors have an opportunity to talk with their clients about debt reduction and cash flow management
Those who consult a financial planner are more likely to feel that their current portfolio aligns with their investment goals
Canadians acting on their resolutions now
Advisors can help clients manage their debt
Metrics such as spending habits of empty nesters and the gaps in longevity among income levels need to be taken into account
Women seek financial advice that’s tailored to their personal situation, and that’s focused on long-term financial security
Provide sober second thought when a client hits the jackpot