Financial Literacy

Raising financially fit kids

When Liam broke his iPhone, he walked into an Apple store and, to his delight, promptly received a new one. His 10-year-old younger brother Aiden—an Apple stockholder—wasn’t too pleased.

By Kanupriya Vashisht |March 14, 2013

7 min read

Industry

Clients who planned to start 2013 right by reducing debt and saving more may be wavering from their goals. This is because it takes self-discipline, time management, dedication, support, and reliable tools and resources for an individual to reach a position of financial comfort, says Money Mentors credit counselor Stacey Townsend. Read: 4 ways to […]

By Staff |February 5, 2013

2 min read

Industry

Reduce employees’ financial stress

Your employees may be stressed about their personal finances.

By Staff |February 5, 2013

1 min read

Industry

Industrial Alliance revamps retirement statements

Industrial Alliance retirement plan members now have access to a new retirement savings statement.

By Staff |January 28, 2013

1 min read

Kids more financially savvy than we think

Toronto junior school students know more about money management than many people think, according to a Money School Canada study that assessed the baseline money management knowledge of Toronto public school students in grades 4-6.

By Staff |January 25, 2013

1 min read

Investment rules for women

Studies show women aren’t taking full advantage of financial opportunities due to misconceptions and lack of knowledge about investing. But an article on ReadersDigest.ca shows, if anything, women need to invest more than men to gain financial security against life’s curve balls. One of the ways women can do that is by not relying on […]

By Staff |January 15, 2013

1 min read

IAFE appoints head for 2013

Jim Virtue, president of PPI Solutions Inc, has been appointed chair of the Institute for Advanced Financial Education (IAFE) for 2013. “I am both honoured and excited to assume the role of chair for 2013,” says Virtue. “The previous board of trustees has done an excellent job in preparing the institute for dramatic growth in […]

November 30, 2012

1 min read

4 tips for clients picking advisors

Canadian investors need to take a more proactive approach to their financial futures, says the Canadian Securities Institute (CSI). And working with advisors is one way to do this. Read: Help clients calculate rates of return Here are four tips for clients, so they know what to expect from you. 1. Make sure personalities mesh […]

By Staff |November 6, 2012

2 min read

Financial Literacy

Raising financially fit kids

5 financial tips for 2013

Reduce employees’ financial stress

Industrial Alliance revamps retirement statements

Kids more financially savvy than we think

Investment rules for women

CSA paper highlights ugly truth

Money management lessons for parents

IAFE appoints head for 2013

4 tips for clients picking advisors