Organizations to collaborate in efforts to achieve national financial planning standards
Financial stability, parenthood and buying a new home listed as top priorities
Mortgage decisions should be considered within the context of a financial plan
Presentations educate clients, simplify the planning experience
Help clients assess their debt levels, but don’t forgo savings
Despite growing evidence of an economic recovery, those aged 50 and up are still struggling to re-enter the market
Helping clients and advisors be aware of issues in certain life stages is a major part of financial planning
New tool prepares Canadians to talk with advisors
One-in-four Canadians say they do not know much savings they will need for a comfortable retirement
Too many Canadians earning unnecessary low returns: Russell