The holidays are around the corner. Here's how you can help a client manage finances without making him feel like he has to sacrifice spending.
Canadians been told time and time again that, at the very least, their goal should be to retire debt-free. Many are struggling to pay off their debts, and for those who do, there's the allure of the reverse mortgage.
Toronto is expected to double its borrowing limit next year by issuing as much as $600 million in bonds, Bloomberg reports.
Only 51% of homeowners are confident they will be debt-free at retirement, even though 83% feel it's important to meet that goal by then.
Canadians focus most on their finances, but many lack plans.
Overall holiday spending is on the rise in 2013, but the money isn’t going to gifts, says the RBC Canadian Consumer Outlook.
Almost half (44%) of Canadian parents are concerned about how their children would be affected if they weren't able to reduce their amount of debt.
Many Canadians feel they've lost control of their finances and are unable to break free from bad spending habits. Here's how to help.
There’s now a designation for advisors who work on debt and cash planning with clients: Certified Cash Flow Specialist (CCS). It’s the first in Canada, says Stephanie Holmes-Winton, the designation’s founder and CEO of The Money Finder Financial Services Training Inc. “This program will give financial professionals a process, skill set and tools that are […]
Worries about the cost of living and having less disposable income are keeping Canadian’s gift budgets modest this year, an Accenture survey shows.