Financial Literacy

Planning and Advice

Financial planning for disabled clients

There are 3.8 million Canadians with disabilities, according to Statistics Canada.

By Staff |April 30, 2014

2 min read

Industry

Majority say debt cripples saving

Sixty percent of Canadians say their current debt level doesn’t allow them to save as much as they'd like, with 31% unable to save at all, according to a poll commissioned by a group of credit unions including Credit Union Atlantic.

By Staff |April 25, 2014

2 min read

Industry

Canada gets financial literacy leader

Jane Rooney, a policy maker in domestic and international financial literacy issues, has been appointed as Canada’s first-ever financial literacy leader.

By Staff |April 15, 2014

2 min read

Industry

Low financial literacy plagues millennials

Millennials display low levels of financial literacy, engage in problematic financial behaviors and express concerns about their debt, according to a FINRA Investor Education Foundation study.

By Staff |March 11, 2014

2 min read

Get young people to talk about money

When I was a child, my mother never discussed her income, or whether the family was struggling financially. As an adult, I learned this was because she didn’t want me discussing these issues with friends. But I now realize this was a missed opportunity to teach me about money, and for her to explain why it was a sensitive topic.

3 min read

Clients don’t understand your credentials

While many Canadians feel they have don’t know enough to plan their financial future, they also don’t know about the lack of regulatory standards in much of Canada for the financial planners who could help, says a survey for the Coalition for Professional Standards for Financial Planning.

By Staff |February 10, 2014

1 min read

Financial Literacy

Financial planning for disabled clients

Majority say debt cripples saving

Canada gets financial literacy leader

Low financial literacy plagues millennials

Get young people to talk about money

Canadians more confident about personal finances

4 ways to maximize income today

Clients don’t understand your credentials

In money matters, opposites don’t attract

Investors regret decisions based on emotions