TD Canada Trust launches “Real Solutions” seminar series
Meetings should be structured around one idea — the clients future, says advisor Wayne Kemick (IE:TV)
Among laid off workers, the hardest hit are those in their late 40s or early 50s
Almost 30% of Americans will save the money they obtain in their tax refund this year while almost 20% say they will use it to pay off credit card debt
Women tend to worry about their investments more than men do, and they are more likely to rely on experts
Investors urged to consult planners for help with tax-efficient strategies
Investors could be willing to take on more risk to recoup their losses
Albertans are most likely to pay off their debt
Older Canadians worried about healthcare costs
Clients need to execute on the plans to which they have agreed; estate-planning issues take centre stage