Client engagement

Wary investors may require advisor support Fallback Image Decorative pattern

Planning and Advice

Wary investors may require advisor support

Canadians have plenty of pandemic-related concerns, a Scotiabank poll has found

By Staff |January 25, 2021

2 min read

Advisors boost investor optimism during pandemic Fallback Image Decorative pattern

Industry

Advisors boost investor optimism during pandemic

Clients who met with advisors were more confident about their investments, a poll found

By Staff |January 7, 2021

1 min read

Planning tips to engage women Fallback Image Decorative pattern

Planning and Advice

Planning tips to engage women

Help allay clients' stress from Covid-19

By Michelle Schriver |November 23, 2020

3 min read

Tips for client education Tips for client education

Planning and Advice

Tips for client education

Instil confidence through financial knowledge

By Michelle Schriver |November 9, 2020

3 min read