Your client might struggle to meet his monthly budget — if he has one, that is. Newly released results from a Canadian Payroll Association (CPA) survey reveal that only 52% of those polled say they budget frequently. Of those, 31% say they keep their budgets in their heads — probably not the best strategy for […]
Your clients deserve a pat on the back for good behaviour. That’s because Canadian investors recently exhibited discipline in their risk appetites — despite above-average market returns and below-average volatility, finds Vanguard, using its risk speedometer. Such behaviour is a positive sign, says Todd Schlanger, senior investment strategist for Vanguard Investments Canada Inc., in a […]
Canadian investors reveal high hopes
While there may not be 50 ways to leave your client, there are several methods
Clients are anxious about more than market volatility
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Amid confusion about advisors’ titles and a move toward greater title transparency, there’s one that might prove more familiar to Canadians: certified financial planner. Read: Ontario ‘working closely’ with SROs on titles reform That’s because 85% of Canadians with financial planners say they know “for a fact” that their advisors are CFPs, reveals a survey […]
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