Cash flow

Advisor's Edge

For investors, cash flows only tell half the story

Don’t fall prey to cash-is-king platitudes

By Al and Mark Rosen |October 30, 2020

3 min read

Planning and Advice

Help your business-owner client boost cash flow

Businesses expect soft sales over the next year

By Michelle Schriver |August 26, 2020

5 min read

Economic Indicators

Consumer spending stabilizes, strengthening rebound

Plus, a recent poll reveals Canadians' top financial priorities

By Staff |July 27, 2020

2 min read

Planning and Advice

Canadians have mortgage concerns

Advisors can help clients worried about home ownership

By Staff |January 10, 2020

2 min read

Clients equate budgets with stress

Helping clients stick to their budgets could prove challenging because many perceive budgets negatively, reveals a survey by Meridian Credit Union. Despite understanding the upside of cash-flow planning, 44% of Ontarians with budgets say budgeting causes too much stress. And 39% admit they tend to avoid dealing with their financial situations. Perhaps a contributing factor […]

By Staff |November 27, 2017

1 min read

Working Canadians fail at this basic financial task

Your client might struggle to meet his monthly budget — if he has one, that is. Newly released results from a Canadian Payroll Association (CPA) survey reveal that only 52% of those polled say they budget frequently. Of those, 31% say they keep their budgets in their heads — probably not the best strategy for […]

By Staff |November 6, 2017

1 min read

How clients could save $200 monthly

If your client can’t stick with her monthly cash flow plan, eating out could be the culprit. That’s because Canadians overwhelmingly admit that restaurant food is their most popular financial guilty pleasure, reveals a survey by Capital One Canada and Credit Canada. Almost three-quarters (72%) of those surveyed say they dine out more than a […]

By Staff |October 11, 2017

2 min read

Cash flow

For investors, cash flows only tell half the story

Help your business-owner client boost cash flow

Consumer spending stabilizes, strengthening rebound

Canadians have mortgage concerns

CI Financial’s net income drops 30% year-over-year in Q2

Can you make your client’s holiday wish come true?

Clients equate budgets with stress

Working Canadians fail at this basic financial task

How clients could save $200 monthly

Clients can’t find money to save: survey