Some Canadians carrying debt believe they'll never be debt-free.
Almost one-third (30%) of post-grad students accumulate more debt than expected, says TD Canada Trust.
More than half (59%) of retired Canadians say they’re carrying debt.
Take a look at this case study
The majority of Canadian adults (67%) either don't know what will happen to their debt when they die, or are misinformed about how their debt will be treated upon their passing, according to a survey of 1,500 Canadians by Lawyers' Professional Indemnity Company (LAWPRO).
Some people prefer not to store their money in conventional banks.
Conseiller Editor Yves Bonneau scored a prestigious KRW award with this editorial. We at Advisor.ca salute this achievement and present his work for you on our site. As baby boomers transition from employment to pension, our attention turns to their successors – Generations X and Y. And what do the soothsayers see for these groups, […]
Gen Y should track cash flow and create a plan for saving and spending.
Borrowing to invest in a new company is risky, so ensure the likely return is worth the immediate financial risk. Also, this is one of those client interactions where the advisor won’t make money, and may even lose some assets under management if Katerina chooses to redeem funds or equities to create the seed capital.
Providing full-service financial planning means offering more than investment and retirement advice to clients.