Client engagement

Market Insights

Your guide to goals-based investing

Mass-customizing solutions for your clients

By Mark Yamada |October 20, 2017

4 min read

Industry

Who recognizes the CFP credential

Amid confusion about advisors’ titles and a move toward greater title transparency, there’s one that might prove more familiar to Canadians: certified financial planner. Read: Ontario ‘working closely’ with SROs on titles reform That’s because 85% of Canadians with financial planners say they know “for a fact” that their advisors are CFPs, reveals a survey […]

By Staff |October 18, 2017

1 min read

Industry

Alberta biz owners tapping savings, neglecting debt to stay afloat: report

Help business-owning clients when times are tough

By Staff |October 13, 2017

2 min read

Industry

How to holistically stress test client portfolios

Go beyond the numbers

By Susan Goldberg |October 13, 2017

6 min read

How small talk can reveal planning opportunities

In the first 10 minutes of a meeting,your client says: I’m in shock. My son is visiting us this week, and guess what? He’s getting married next year! At that moment Later in the meeting 13,383,455 Canadians over the age of 16 who are married. Another 3,510,265 are living common law. Source: 2016 Census Before […]

By Gil Martinez |October 13, 2017

2 min read

How to personalize inflation

Tell a Toronto homebuyer or an Iqaluit grocery shopper that inflation is just 1%, and they’ll laugh in your face. That’s because official inflation numbers blend hundreds of prices from across the country. To properly advise clients about rising costs, you need to look beyond economic statements. To start, let’s define key terms. Statistics Canada […]

By Melissa Shin |October 13, 2017

3 min read

How clients could save $200 monthly

If your client can’t stick with her monthly cash flow plan, eating out could be the culprit. That’s because Canadians overwhelmingly admit that restaurant food is their most popular financial guilty pleasure, reveals a survey by Capital One Canada and Credit Canada. Almost three-quarters (72%) of those surveyed say they dine out more than a […]

By Staff |October 11, 2017

2 min read

Client engagement

Your guide to goals-based investing

Who recognizes the CFP credential

Alberta biz owners tapping savings, neglecting debt to stay afloat: report

How to holistically stress test client portfolios

How small talk can reveal planning opportunities

How to personalize inflation

How clients could save $200 monthly

How to avoid losing a client’s trust

Wealthy clients with advisors still want hybrid advice: report

Investors want more from advisors: survey