Financial Literacy

How to teach kids about finances

The majority of Canadians (72%) say today’s generation of young adults face more financial challenges than past generations.

By Staff |November 5, 2012

2 min read

Industry

Use these free tools to educate clients

In support of Financial Literacy month, Investment Industry Regulatory Organization of Canada (IIROC) is encouraging investors to use its online educational tool, IIROC AdvisorReport. It helps them make informed choices when working with advisors. Each report provides information about an advisor’s educational qualifications, employment history with IIROC-regulated firms, the services and products he or she […]

By Staff |November 1, 2012

2 min read

Estate Planning

Make sure kids don’t inherit too much

It’s natural for parents to worry. And, if they’re rich, they’re probably concerned about spoiling their children.

By Staff |October 30, 2012

2 min read

Economic Indicators

Beware these 6 financial mistakes

No one likes to lose money. But if you make a bad financial decision, it can set you back a hefty penny or two. In the U.S., for example, the average mistake costs $23,000, reports MoneyWatch. While investing isn’t foolproof, there are some steps you can take to avoid potential losses. Read: Mind those mistakes […]

By Wire services |October 11, 2012

1 min read

Advisors expected to add more value

As the financial advice industry evolves towards the adoption of strategic, goal-oriented advice models, employers and investors are expecting more of financial advisors, according to a Canadian Securities Institute (CSI) research. The study, that polled a cross-section of financial services professionals and opinion leaders, found that in an environment of lower risk tolerance, the rising […]

By Staff |October 3, 2012

2 min read

How financially savvy are Canadians?

Most Canadians think they’re smarter than their peers when it comes to financial knowledge. In fact, 70% describe their own financial smarts as “excellent/good,” while only 30% feel the same about their neighbours, finds an RBC survey. Read: Kids financial literacy? There’s an app for that Despite their own confidence, 64% believe financial literacy is […]

By Staff |September 24, 2012

2 min read

Financial literacy pays off for young Canadians

Brandes Investment Partners is giving ten young Canadians $1,000 each for demonstrating their financial literacy smarts this summer. Read: Online challenge tests financial literacy The firm offers a post-secondary scholarship program, which runs a national contest each year. This time around, more than 3,500 students between the ages of 16 and 22 voluntarily participated via […]

By Staff |August 20, 2012

1 min read

Financial Literacy

How to teach kids about finances

Use these free tools to educate clients

Make sure kids don’t inherit too much

Beware these 6 financial mistakes

Advisors expected to add more value

How financially savvy are Canadians?

Offer financial planning services to employees

Financial literacy pays off for young Canadians

Lunchtime Takeaway: Client financial competence

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