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More than 75% of users surveyed say the service is “better” or “much better” than a traditional investment experience

  • By: Leah Golob
  • February 20, 2018 February 20, 2018
  • 11:45

Report offers insight into the decisions Ontario millennials are making when it comes to saving and investing

Millennial clients who begin a low-cost plan of saving for retirement now will reap the benefits over time. We asked two portfolio managers with ETF expertise to craft portfolios for a hypothetical millennial client who's investing for retirement

Helping millennials start saving

Investment results often more dependent on investor’s behaviour than on fund performance, report finds

  • By: Leah Golob
  • November 7, 2017 November 7, 2017
  • 12:30
APEXA platform launches after several delays

For the most part, this demographic is not familiar with critical components of their policies, such as “rescission rights” and “coinsurance”

  • By: Leah Golob
  • November 2, 2017 November 2, 2017
  • 13:10
Helping millennials start saving

This generation is concerned with debt repayment as opposed to saving for retirement, even though they have concerns about affording retirement

  • By: Leah Golob
  • July 18, 2017 December 14, 2017
  • 12:00
Manulife reducing premiums on some term life policies

New TD survey finds that life insurance takes a backseat to managing day-to-day expenses, paying down debt, saving for a house and saving for retirement

Many millennials are unprepared to deal with a financial emergency

A tried-and-true strategy for reaching millennials

Jim Ruta explains how insurance advisors can use a proven communication strategy to reach millennial prospects

  • By: Jim Ruta
  • April 18, 2017 January 18, 2018
  • 10:50
Helping millennials start saving

Young clients may be too busy having a good time to worry about saving for retirement, but you can plant the seed