Gen Y – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Tue, 11 Jul 2023 20:28:27 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png Gen Y – Advisor's Edge https://phoenix.advisor.ca 32 32 Tax and estate concerns at different life stages https://phoenix.advisor.ca/tax/tax-news/tax-and-estate-concerns-at-different-life-stages/ Fri, 25 Oct 2019 17:00:22 +0000 https://www.advisor.ca/?p=171504 Tips for serving clients of all ages

The post Tax and estate concerns at different life stages appeared first on Advisor's Edge.

]]> Minding the millennial insurance gap https://phoenix.advisor.ca/insurance/life/minding-the-millennial-insurance-gap/ Thu, 19 Sep 2019 12:58:09 +0000 https://www.advisor.ca/?p=170154 How firms are reaching a resistant segment

The post Minding the millennial insurance gap appeared first on Advisor's Edge.

]]> Offering money advice when millennials divorce https://phoenix.advisor.ca/my-practice/conversations/offering-money-advice-when-millennials-divorce/ Mon, 25 Mar 2019 04:00:51 +0000 https://www.advisor.ca/?p=163614 Why some younger couples are seeking different solutions when they split

The post Offering money advice when millennials divorce appeared first on Advisor's Edge.

]]> Balancing financial stability and life experience https://phoenix.advisor.ca/my-practice/conversations/balancing-financial-stability-and-life-experience/ Wed, 28 Nov 2018 14:00:52 +0000 https://www.advisor.ca/?p=158462 Clients’ career paths are becoming less straightforward, and you need to adapt

The post Balancing financial stability and life experience appeared first on Advisor's Edge.

]]> When a client’s child receives a financial windfall https://phoenix.advisor.ca/my-practice/conversations/when-a-clients-child-receives-a-financial-windfall/ Mon, 15 Oct 2018 20:40:25 +0000 https://www.advisor.ca/?p=155396 Offer to introduce the child to investing or help the family manage

The post When a client’s child receives a financial windfall appeared first on Advisor's Edge.

]]> Student debt woes plague Canada https://phoenix.advisor.ca/news/industry-news/student-debt-woes-plague-canada/ Fri, 08 Apr 2016 00:10:39 +0000 https://avatar.advisor.ca/uncategorized/student-debt-woes-plague-canada/ It took me almost a decade to pay off my student loans. Three years after graduation, I finally secured a stable, full-time job. By then, the added responsibilities of rent, bills and other expenses meant that I couldn’t pay my two loans off as quickly as I’d hoped. Still, I only owed $15,000. Most students […]

The post Student debt woes plague Canada appeared first on Advisor's Edge.

]]> Taxes for first-time homebuyers https://phoenix.advisor.ca/tax/tax-news/taxes-for-first-time-homebuyers/ Fri, 30 Oct 2015 00:00:56 +0000 https://avatar.advisor.ca/uncategorized/taxes-for-first-time-homebuyers/ Helping millennial clients

The post Taxes for first-time homebuyers appeared first on Advisor's Edge.

]]> Younger millennials have appetite for risk https://phoenix.advisor.ca/news/industry-news/younger-millennials-have-appetite-for-risk/ Tue, 18 Aug 2015 09:49:03 +0000 https://avatar.advisor.ca/uncategorized/younger-millennials-have-appetite-for-risk/ 60% show risk-tolerant personalities.

The post Younger millennials have appetite for risk appeared first on Advisor's Edge.

]]> The best buy-and-hold lesson https://phoenix.advisor.ca/investments/market-insights/the-best-buy-and-hold-lesson/ Fri, 08 May 2015 00:00:00 +0000 https://avatar.advisor.ca/uncategorized/the-best-buy-and-hold-lesson/ The past few months, I’ve noticed a telling trend: the average overpayment for houses in my neighborhood far exceeds what I paid

The post The best buy-and-hold lesson appeared first on Advisor's Edge.

]]> Clients say their data is safest with banks https://phoenix.advisor.ca/news/industry-news/clients-say-their-data-is-safest-with-banks/ Tue, 28 Apr 2015 12:06:25 +0000 https://avatar.advisor.ca/uncategorized/clients-say-their-data-is-safest-with-banks/ But there are emerging threats in the Canadian marketplace that could entice consumers to switch providers. Find out what these threats are.

The post Clients say their data is safest with banks appeared first on Advisor's Edge.

]]>