Rebranded Portfolio Management Association of Canada calls on governments to synchronize their efforts
Skip the usual ‘lecture’ and address clients’ personal retirement wants and needs
Website helps consumers consider finances, lifestyle issues
56% of Canada’s boomers still have a mortgage: report
One in five have tapped into their long-term savings and investments to meet immediate financial needs
Upcoming CPP changes will impact retirement income
Providing services these clients want is critical to generating referrals
Financial Consumer Agency of Canada would have greater oversight of investment industry
Editorial
UCLA professor has compiled a checklist for clients and advisors