It depends on the client — and many other factors, such as the client’s risk tolerance and whether the pension is indexed
Retirees and those approaching retirement are cutting back on their expenses because of the recession; they don’t need to, experts say
Advisors and their clients should consider how financial planning arrangements are affected when seniors keep working
Twice as many boomers say home ownership is a financial priority compared to a year ago
Economic outlook, leading a healthy lifestyle, and finding reliable investment advice, among the fastest rising concerns among Canadian women
Canadian women have a very pragmatic view of financial success
> 85% of Canadians believe that it is important to build up their personal savings> only 65% have some savings or investments set aside for the future> about 25% have written financial plans that include clear investment goals> 60% worry that they do not have enough savings to meet their financial needs > 46% say […]
One survey shows that a strong majority of people with advisors feel they are making better financial decisions
Although 85% of Canadians say it is important to build up their savings, only 65% have actually done so
Age, gender and language preferences are significant factors for a successful advisor relationship