If a strong Canadian economy translates to better wages for your clients, they might benefit from a reminder to put extra cash toward paying down debt. A survey by the Canadian Payroll Association finds that 66% of working Canadians report being in a better financial position than a year ago, but many continue to face […]
The number-one regret reveals the need for advisors
The February correction was a useful check against complacency
Advisors looking to fine-tune their value propositions might do well to focus on client education. That’s because, with the rise of online investing platforms, more clients say they want to better understand investing. “Digital solutions have transformed traditional investing and redefined who can invest online, yet some still feel intimidated by having to decide what […]
Advisors share what they offer—beyond the plan
In the first 10 minutes of a meeting, your client says: “Tyler finally left for school and we’re turning his room into a gym."
The number of self-employed workers in Canada is growing
If you spend a lot of time educating clients, that might be because Canadians’ financial literacy leaves a lot to be desired. In a poll from the Angus Reid Institute, most Canadians presented with a list of 18 common banking and finance terms said they were “very confident” in the meaning of only two: savings […]
Countering the alarming headlines as volatility returns
Many Canadians aren't taking full advantage of RRSPs