You know the signs: she won't return your phone calls and keeps cancelling meetings
That desire to have it all is probably no surprise, but other survey findings might be.
Forget market and volatility risks: your client could face more nefarious threats. The top five investor risks for 2017, as identified by the Alberta Securities Commission (ASC), mostly involve scams. Here’s what your client should guard against: Being lured by “the next big thing.” While investing in an emerging industry might sound appealing, it’s important […]
An Ipsos survey reveals 21% of Canadians will focus on financial goals in 2017, such as paying down debt, spending less and saving more. (Of course, more Canadians — 33% — say fitness goals top their new year’s resolutions, but we all know those goals will be soon forgotten.) For clients who need a push […]
If you factored holiday spending into your client’s cash flow plan, you deserve a cup of holiday cheer. If you also discussed with your client a plan for impulsive behaviour, you deserve a visit from St. Nick himself. That’s because more than half of Canadians (51%) expect to go over budget this holiday season, reveals […]
Clients in four provinces have access to this niche repayment option.
The high-net-worth market is driven by macro trends such as demographics, changing retirement patterns, and clients’ desire for relationships with their advisors, reveals a report by Investment Planning Counsel (IPC). Capitalizing on these trends might be a sure path to your success. That’s because the number of mid-tier affluent investors (those with $500,000 to $1 […]
Having the performance talk at your next client meeting? Ace it.
If you're not familiar with how ESG investing works, it's time to start researching.
To get the best mortgage rate deal you need to hedge and shop aggressively.