Clients need to execute on the plans to which they have agreed; estate-planning issues take centre stage
Mutual funds still most commonly held retirement investment
39% encountered costs they did not anticipate
Downturn has forced change in spending and investing habits
Downturn shines spotlight on financial planning
Bank to offer advisory serves to high net-worth clients
Family mediation skills can play a key role in the peaceful resolution of financial issues
Advisors may need to help clients deal with servicing their debts in the coming year
Household spending rose 3% in 2007: StatsCan
Few women seek professional advice on their finances