Vickie Townson, founder, midlife coach, Life’s New Chapter Coaching, explains that helping clients know their core values is essential to a fulfilling retirement. She discusses how one powerful question helps clients identify their values.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Tax season comes with increased workload, greater costs for clients, risk of errors
As more Canadians choose to work past the traditional retirement age, employers are struggling with costs and unanswered legal questions
Party pitches range from tax cuts and incentivizing investment in Canada to more social supports
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