There are many investing rules that advisors have followed over the years, but there’s one that’s stood the test of time: the older a client gets the more conservative they should become.
Nearly 25% of Canadians are hoping to fund their retirement with their homes.
With RRSP season in full swing, it’s likely most clients are scheduling meetings with their advisors. But not all—a healthy number of RSP contributors are doing things themselves by investing online.
With every RRSP season comes another survey stating that Canadians still aren’t planning for retirement
Even in a recovering market, keep these tested stocks in the portfolio
Kendra Sivertson of Sora Group Wealth Advisors, Inc. began building a base of movie-related clients through friends in the industry. They now constitute about 40% of her book.
when Kendra Sivertson was a teenager, she dreamt of becoming a famous actress—and might have been one if not for a car accident that left a deep scar on her face.
Until now, the growing popularity of exchange traded funds has largely only been a threat to advisors in the MFDA channel, who have limited access to the low-cost alternatives to mutual funds. But a new agreement could threaten IIROC advisors as well, by providing an additional incentive to do-it-yourself investors.
What’s the most important thing a financial advisor does for clients? Provide sound investment advice and financial planning that clients can rely on? Maybe. That is, after all, the primary role of the financial advisor.