Although the idea of financial planning is now well accepted, planners still face a number of hurdles.
Meaningful financial planning eludes many Canadians, especially when it comes to a sound plan for their children’s education.
Recent economic woes and job uncertainties have led to increased interest among many Canadians, including the baby boomers, in their financial health. But although the media is rampant with discussions on financial planning, there are still very few individuals who have the confidence and security of an understandable plan that addresses their financial and other life goals.