So says a new study.
More than one in five Canadians suffer from an addiction in their lifetimes. Be ready to help
Automated tools can be useful
Occupation Account manager City Oakville, Ont. Age 56 I’ve been investing Since the early 1980s; more seriously since the early 2000s I plan to retire: In no more than five years Investable assets: $950,000, plus a rental property How long I’ve had an advisor: Two years. Before that, I was with a fee-only financial advisor […]
Helping clients feel financially secure is more important than helping them buy a house or a car.
Instead, measure a client’s performance against their goals.
Do your clients want to make a social impact when they invest? Knowing the answer to that question may be part of your KYC obligations if CSA’s proposed targeted reforms are approved. Regardless, clients who care about responsible investing may be interested in impact investing. In addition to a financial return, impact investing is meant […]
You’ve watched from afar as your client’s children grew up. Now, the client’s eldest son is getting married. You’re invited to the wedding—a white-tie affair at a five-star hotel. Here’s how to fête the happy couple without a fret. Though the invite may have come as a surprise, you should attend, says Todd Peters of […]
Occupation principal at iLearn DL Secondary School City Surrey, B.C. Age 34 I’ve been investing for: 10 years Investable assets: more than $250,000 How long I’ve had an advisor: 10 years New beginnings I immigrated from Lahore, Pakistan to Montreal in grade two, and then moved to Surrey, B.C. a few years later. I started […]
If your clients are confident in their financial skills, they’re more likely to seek your help. That’s the conclusion of a York University study completed last year, which reveals financial stress alone is not enough to motivate someone to seek financial help. Instead, self-efficacy — a client’s belief in their ability to succeed — predicts […]