Financial planning

Rising rates shake client confidence

Though most Canadians say they’re optimistic about their finances (77%), nearly three in five (59%) say they’d feel “significantly less” confident if interest rates go up again, finds the annual CIBC financial confidence survey. Read: Canadians more confident about their financial futures: Mackenzie survey Further, 70% of those surveyed say the impact of inflation and […]

By Staff |January 15, 2018

1 min read

Industry

Financial planning goes robo

Automation has changed investing for many Canadians; now, it’s changing financial planning. Read: What happens when advisors use robos Planswell is the “world’s first financial planning engine,” says a release. The company’s finance and tech experts help Canadians create free financial plans, so they can “maximize their investment potential, minimize their borrowing costs and financially […]

By Staff |January 8, 2018

2 min read

Industry

Canadians make good on financial resolutions: survey

The new year brings a new round of resolutions, with 69% of Canadians aiming to improve their lives in some way in 2018, finds a Tangerine survey. Of these Canadians, about one-third (32%) say they plan to improve their financial health. Methods to accomplish this include: And one-fifth of Canadians (19%) say they want to […]

By Staff |January 3, 2018

1 min read