Financial planning

Most Canadians spend needlessly Fallback Image Decorative pattern

Economic Indicators

Most Canadians spend needlessly

Canadians are seriously lacking on the savings front, says a Dejardins online survey.

By Staff |November 8, 2013

1 min read

Most Canadians discuss finances with their spouses Fallback Image Decorative pattern

Industry

Most Canadians discuss finances with their spouses

Almost all Canadians (96%) are comfortable talking about financial matters with their spouse or partner, finds CPA.

By Staff |November 5, 2013

1 min read

Do clients know if their money is protected? Fallback Image Decorative pattern

Economic Indicators

Do clients know if their money is protected?

To help boost Canadians' awareness of deposit protection, Canada Deposit Insurance Corporation (CDIC) has teamed up with TV personality and financial author Gail Vaz-Oxlade to release a series of financial literacy videos.

By Staff |October 25, 2013

1 min read

Clients need written financial plans Fallback Image Decorative pattern

Industry

Clients need written financial plans

Nearly everyone (92%) with a written financial plan follows all or most of their advisors’ recommendations, finds a survey by Desjardins Wealth, and they are more likely to achieve their financial goals.

By Staff |October 18, 2013

1 min read