Add value to the advisory relationship by taking a comprehensive view of your client’s ability to accumulate assets
Mortgage holders urged to plan for the impact of higher rates
Residents of Saskatchewan, Alberta and Manitoba are the most optimistic about the national economy
Organizations to collaborate in efforts to achieve national financial planning standards
Financial stability, parenthood and buying a new home listed as top priorities
Mortgage decisions should be considered within the context of a financial plan
Presentations educate clients, simplify the planning experience
Help clients assess their debt levels, but don’t forgo savings
Despite growing evidence of an economic recovery, those aged 50 and up are still struggling to re-enter the market
Helping clients and advisors be aware of issues in certain life stages is a major part of financial planning