Financial planning

Help entrepreneurs get a loan Fallback Image Decorative pattern

Planning and Advice

Help entrepreneurs get a loan

How should this advisor help two first-time business owners?

By Evelyn Juan |February 6, 2015

2 min read

It takes a village to raise financial literacy Fallback Image Decorative pattern

Advisor's Edge

It takes a village to raise financial literacy

If Katie Keir had sought an advisor after she graduated school, she would’ve failed.

January 16, 2015

3 min read

Investor confidence takes a hit: CIBC Fallback Image Decorative pattern

Industry

Investor confidence takes a hit: CIBC

Fewer investors are confident about meeting their annual goals.

By Staff |January 5, 2015

2 min read

Advisors must boost clients’ financial knowledge: Rooney Fallback Image Decorative pattern

Economic Indicators

Advisors must boost clients’ financial knowledge: Rooney

Less than two-thirds of Canadians are confident about their financial knowledge, according to Statistics Canada’s Canadian Financial Capability Survey. And that figure hasn’t changed since 2009, when it was about 60%, said Financial Literacy Leader Jane Rooney at an Economic Club event on December 10. She added the preliminary results of this year’s survey show […]

December 11, 2014

5 min read