Age, gender and language preferences are significant factors for a successful advisor relationship
“Make it Count” program has roots in Manitoba
New platform aimed at sharing knowledge, for the betterment of the financial planning and advisory community
Many women are failing to plan for retirement
Web-based community edition supports four languages
Education ministers urged to get involved in the financial literacy movement
Volatile markets increase the need for independent financial planning advice
Council has established a series of goals intended to enhance financial planning in Canada by the year 2020
Investors need to put more effort into research and decision making
Managing debt proves troublesome for younger Canadians