Planning and Advice

Buckle up: Money’s wild ride through the world of social identity Fallback Image Decorative pattern

Planning and Advice

Buckle up: Money’s wild ride through the world of social identity

A client’s social status may affect how they invest

By Sam Sivarajan |February 15, 2024

3 min read

Firms expect fewer Canadians will contribute to RRSPs this year Fallback Image Decorative pattern

Planning and Advice

Firms expect fewer Canadians will contribute to RRSPs this year

Canadians are more concerned with meeting current needs than saving for the future, according to industry surveys

By Jonathan Got |February 13, 2024

2 min read

What to know when advising Muslim clients What to know when advising Muslim clients

Planning and Advice

What to know when advising Muslim clients

Challenges include product availability, proper portfolio construction

By Jonathan Got |February 1, 2024

3 min read

Understanding clients means helping them feel in control Understanding clients means helping them feel in control

Planning and Advice

Understanding clients means helping them feel in control

Applying lessons from the marketing world to financial advice

By Sam Sivarajan |December 20, 2023

3 min read