When working with an advisor, clients of all ages prefer a personalized approach
But less than half of women feel confident in their ability to make saving and investing decisions
Younger and older Canadian families are struggling with the effects of the recession
Brett Strano, an advisor with Edward Jones in Mississauga, Ont., talks about keeping clients on track with their retirement strategies even during stormy times. Strano discusses three “buckets” for retirement planning in the short and long term, focusing on “need to haves”, “nice to haves” and “never haves”. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
John Horwood, director, wealth management at Richardson GMP Ltd. in Toronto, discusses tax efficient strategies for successful entrepreneurs and how strategic philanthropy can leverage tax rules to acheive remarkable charitable results. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
New module lets advisors to review all major aspects of a client’s financial plan from a single platform
Pairing with a career coach to help a suddenly unemployed client
You can play an important role in providing financial advice to a client who has lost his or her job. But who will look out for your client’s emotional well-being and provide expert career advice? That’s where a career counsellor comes in
The financial services industry has cultivated certain perceptions to satisfy specific marketing agendas, so it is imperative that you help your clients get realistic about what it will take to get them to where they want to be in their golden years
Opportunity exists for financial advisors to help couples bring their retirement planning in line