Budget

Is summer sizzling your clients’ pocketbooks? Fallback Image Decorative pattern

Industry

Is summer sizzling your clients’ pocketbooks?

Canadian families' spending on social outings, entertaining, groceries and gas more than doubles (111%) during the summer months compared to non-summer months, according the BMO Summer Spending Survey.

By Staff |July 23, 2015

2 min read

10 questions to ask before your clients retire Fallback Image Decorative pattern

Planning and Advice

10 questions to ask before your clients retire

You’ve run the numbers and come up with a plan, but sometimes clients just pick an age they want to retire at, and cling to it blindly.

By Staff |July 20, 2015

1 min read

Don’t let summer vacation break the bank Fallback Image Decorative pattern

Planning and Advice

Don’t let summer vacation break the bank

Driven by vacations, social outings and entertaining at home, Canadians plan to spend an average of $5,605 during the summer - making it the most expensive season for 45% of people.

By Staff |June 18, 2015

2 min read

Help clients better manage their finances Fallback Image Decorative pattern

Industry

Help clients better manage their finances

Less than one-third of Canadians set a budget, and 30% find it difficult to track spending. Here are some tips to help clients budget and save.

By Staff |June 16, 2015

1 min read