Data suggest a dark side to the Canadian economy
In the first 10 minutes of a meeting, your client says: “My kids had a horrible fight over the holidays."
A 25-year-old with a savings plan
If your client is struggling with investment anxiety, you can help. Read: Investors want more from advisors: survey A BCSC investor poll says more than a third of respondents (39%) don’t read their investment statements because doing so causes them anxiety. Further, 36% say they feel overwhelmed when trying to make investment decisions. But, in […]
But find out what almost one-half of clients are too shy to ask you
Canadians who are trying to stick to financial resolutions in the new year have their work cut out for them. That’s because one in five Canadians has a credit card balance that’s larger than their savings, finds a survey commissioned by FPSC and Credit Canada. Gift-buying could be a contributing factor, with 21% of those […]
Though most Canadians say they’re optimistic about their finances (77%), nearly three in five (59%) say they’d feel “significantly less” confident if interest rates go up again, finds the annual CIBC financial confidence survey. Read: Canadians more confident about their financial futures: Mackenzie survey Further, 70% of those surveyed say the impact of inflation and […]
The new year brings a new round of resolutions, with 69% of Canadians aiming to improve their lives in some way in 2018, finds a Tangerine survey. Of these Canadians, about one-third (32%) say they plan to improve their financial health. Methods to accomplish this include: spending less (45%) saving more (41%) and paying down […]
Canadians reveal what they really want this holiday season
For starters, whether—and how—clients check your background