Financial planning

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

4 financial tips for parental leave

From diapers and baby food to childcare and toys, caring for a newborn and affording a yearlong parental leave can be expensive. But most Canadians are on the right track—72% would use savings to fund parental leave, compared to 28% who would have to rely on the generosity of family or friends, loans or credit […]

By Staff |November 5, 2012

2 min read

Canadians stressed about economy, finances

The instability in today’s economy is contributing to high stress levels in Canadians. A majority (90%) of 18 to 24-year-olds, and 72% of older adults are feeling overwhelmed, finds a Sun Life survey. Read: How to answer 5 tough economic questions Finances and work are also sources of anxiety, as well as personal relationships and […]

By Staff |November 5, 2012

2 min read

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