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."
We ask three clients
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
Both credit card and debit card usage were up in Q4 2017.
SRO reveals 2018 compliance priorities
Reverse mortgage applications are on the rise for at least one lender. Read: UPDATED: Several banks hike five-year fixed mortgage rates HomEquity Bank posted reverse mortgage originations of $608 million for 2017. (An origination involves the process of applying for and processing a loan application.) By email, a bank spokesperson said the 2017 originations represent […]
If your client is looking to buy a new home, she might want to get pre-approved by New Year’s Eve