Gen z

With a demographic shift underway, advisors need to adapt and earn younger investors’ trust With a demographic shift underway, advisors need to adapt and earn younger investors’ trust

Planning and Advice

With a demographic shift underway, advisors need to adapt and earn younger investors’ trust

Gen Z, Millennials want hyper-personalized contact, someone who understands their values and how they consume info

By Noushin Ziafati |May 14, 2026

4 min read

Financial planners take on finfluencers — Bessner-style Financial planners take on finfluencers — Bessner-style

Industry

Financial planners take on finfluencers — Bessner-style

At FP Canada conference, Ellen Bessner offered tips on serving younger clients

By Michelle Schriver |November 21, 2025

3 min read

Helping Gen Z clients find financial balance Helping Gen Z clients find financial balance

Industry

Helping Gen Z clients find financial balance

Advisors working with young clients can focus on building the right habits, making future needs less abstract

By Jonathan Got |November 14, 2025

4 min read

Two-fifths of Canadians with TFSAs are sitting on cash: survey Two-fifths of Canadians with TFSAs are sitting on cash: survey

Market Insights

Two-fifths of Canadians with TFSAs are sitting on cash: survey

40% of Gen Z said they didn't feel confident about when to use a TFSA or RRSP

By Jonathan Got |November 12, 2025

1 min read