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
“Make it Count” program has roots in Manitoba
New platform aimed at sharing knowledge, for the betterment of the financial planning and advisory community
Many women are failing to plan for retirement
Web-based community edition supports four languages