21% of Canadians want to be financially fit in 2017

An Ipsos survey reveals 21% of Canadians will focus on financial goals in 2017, such as paying down debt, spending less and saving more. (Of course, more Canadians — 33% — say fitness goals top their new year’s resolutions, but we all know those goals will be soon forgotten.)

For clients who need a push in the right direction, CRA offers a financial toolkit of 11 modules on topics such as budgets, credit management, income taxes and financial planning. A further section on fraud protection is also provided.

The toolkit contains downloadable PDFs, quizzes and a self-assessment tool to help users identify which modules would help them most. And anyone wishing to give a presentation on finances can take advantage of the trainer’s toolkit.

Also read:

This debt repayment plan can shield clients from creditors

MFDA releases CRM2 client guide

Top tips from portfolio managers in 2016

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.