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Almost half of Canadian Gen-Z investors are confident in their ability to reach their financial goals

Modern urban skyscrapers in downtown Chicago from below to the blue summer sky. Sun reflecting in the glass facades of the urban futuristic buildings. Chicago, Illinois, USA

Reassure clients to keep them focused on their long-term objectives

client meeting

Help clients consider an investment policy statement in their wills

Help clients ride out the storm with well-structured portfolios

Man Standing on Cliff Searching Through Spyglass In The Fog

Federal budget did little to invigorate sluggish investment spending

Books and money coins in the glass jar zoomed by the magnifying glass on blurred natural green background and added colour filter for financial and education concept

Both mutual fund and ETF sales bounced back after a slow start to the year, IFIC reports

Business people on a rollercoaster

Strategists take a defensive portfolio stance

  • By: IE Staff
  • March 16, 2023 March 16, 2023
  • 15:36
Trading screen financial data in red. Selective focus.

Investors may correctly identify a trend, but they typically buy high, as well as pay higher fees

Stocks may move from jittery to range-bound as investors adjust to higher interest rates

Shot of bear figuring standing on financial paper

Position your clients for the next economic cycle