Financial planning – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Thu, 13 Jul 2023 21:24:27 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Financial planning – Advisor's Edge https://phoenix.advisor.ca 32 32 ETFs just turned 30, and investors are taking note https://phoenix.advisor.ca/news/etfs/etfs-just-turned-30-and-investors-are-taking-note/ Fri, 06 Mar 2020 18:25:09 +0000 https://www.advisor.ca/?p=177009 Investors plan to increase their holdings in ETFs or invest in ETFs for the first time, according to a survey

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]]> What the debt-to-asset ratio reveals about financial distress https://phoenix.advisor.ca/news/economic/what-the-debt-to-asset-ratio-reveals-about-financial-distress/ Wed, 26 Jun 2019 14:55:16 +0000 https://www.advisor.ca/?p=167374 New StatsCan study finds debt-to-asset reveals more than debt-to-income

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]]> How advisors help in choppy markets https://phoenix.advisor.ca/advisor-to-client/financial-planning/how-advisors-help-in-choppy-markets/ Fri, 06 Apr 2018 04:00:00 +0000 https://avatar.advisor.ca/uncategorized/how-advisors-help-in-choppy-markets/ There’s value in having a financial advisor to guide you—especially when markets are bumpy

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]]> Embrace volatility with dollar-cost averaging https://phoenix.advisor.ca/advisor-to-client/financial-planning/embrace-volatility-with-dollar-cost-averaging/ Fri, 06 Apr 2018 04:00:00 +0000 https://avatar.advisor.ca/uncategorized/embrace-volatility-with-dollar-cost-averaging/ DCA helps investors weather the storms of fluctuating prices

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]]> Get finances in order for parental leave https://phoenix.advisor.ca/advisor-to-client/financial-planning/get-finances-in-order-for-parental-leave/ Thu, 15 Feb 2018 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/get-finances-in-order-for-parental-leave/ Consider that your expenses will be higher since you’ll have an extra person to feed and clothe. Here's how Canada's EI program works

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]]> What happens when advice breaks up with investments https://phoenix.advisor.ca/my-practice/conversations/what-happens-when-advice-breaks-up-with-investments/ Thu, 25 Jan 2018 00:02:13 +0000 https://avatar.advisor.ca/uncategorized/what-happens-when-advice-breaks-up-with-investments/ Advisors get proactive and creative

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]]> How an interest rate rise affects prescribed loans https://phoenix.advisor.ca/advisor-to-client/financial-planning/how-an-interest-rate-rise-affects-prescribed-loans/ Mon, 18 Sep 2017 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/how-an-interest-rate-rise-affects-prescribed-loans/ Watch for effects on spousal and employee loans

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]]> What you should know before buying your first home https://phoenix.advisor.ca/advisor-to-client/financial-planning/what-you-should-know-before-buying-your-first-home/ Fri, 15 Sep 2017 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/what-you-should-know-before-buying-your-first-home/ What to expect from your advisor as you go through the process

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]]> How Game of Thrones’ Tyrion Lannister can capitalize on his cleverness https://phoenix.advisor.ca/advisor-to-client/financial-planning/how-game-of-thrones-tyrion-lannister-can-capitalize-on-his-cleverness/ Wed, 07 Jun 2017 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/how-game-of-thrones-tyrion-lannister-can-capitalize-on-his-cleverness/ Now that he can’t access his family’s fortune, how can he secure his luxurious lifestyle?

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]]> Financial advice for your favourite TV characters https://phoenix.advisor.ca/advisor-to-client/financial-planning/financial-advice-for/ Wed, 07 Jun 2017 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/financial-advice-for/ Whether it's child support, estate planning, budgeting, succession planning or something else, there are lots of real-life lessons to learn from the troubles of our favourite fictional characters

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