Downturn shines spotlight on financial planning
Bank to offer advisory serves to high net-worth clients
Family mediation skills can play a key role in the peaceful resolution of financial issues
Advisors may need to help clients deal with servicing their debts in the coming year
Household spending rose 3% in 2007: StatsCan
Few women seek professional advice on their finances
Straying into the territory of lawyers, even unintentionally, can bring serious repercussions from lawyers and regulators
Straying into the territory of lawyers, even unintentionally, can bring serious repercussions from lawyers and regulators
Financial Health Score can be measured against the scores of other Canadian investors
Clients reviewing their estate planning needs expect advisors to have the knowledge and capabilities to facilitate charitable giving