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
Straying into the territory of lawyers, even unintentionally, can bring serious repercussions from lawyers and regulators
Straying into the territory of lawyers, even unintentionally, can bring serious repercussions from lawyers and regulators
Financial Health Score can be measured against the scores of other Canadian investors
Clients reviewing their estate planning needs expect advisors to have the knowledge and capabilities to facilitate charitable giving
Westerners are more likely to have a financial plan than Easterners
This growing demographic has retirement needs and challenges that are unique
Emphasis on relationship building makes clients more comfortable providing accurate information about their finances