News and resources for Canada's top financial advisors
Est. 1998
Industry
Parents spend more on school supplies than on holiday gifts
By Staff |August 9, 2017
2 min read
Economic Indicators
An aging population means more Canadians are taking on the role of caregiver for their parents
By Staff, with files from The Canadian Press |May 8, 2017
Planning and Advice
If your client is like many Canadians, now might be a good time to check his cash-flow plan. Check monthly spending That’s because, with March break just around the corner, 79% of Canadian parents plan to spend money on children’s activities, but 61% haven’t set a budget, reveals a BDO poll. Parents are ready to […]
By Staff, with files from The Canadian Press |March 8, 2017
3 min read
Ever dream of winning the lottery or finding long-lost money? Well, for one Ontario man, that dream came true recently.
By Staff, with files from The Canadian Press |February 21, 2017
If you factored holiday spending into your client’s cash flow plan, you deserve a cup of holiday cheer. If you also discussed with your client a plan for impulsive behaviour, you deserve a visit from St. Nick himself. That’s because more than half of Canadians (51%) expect to go over budget this holiday season, reveals […]
By Staff |December 19, 2016
Clients in four provinces have access to this niche repayment option.
By Ted Michalos |December 12, 2016
Will your client’s cash-flow plan hold up during the holiday buying frenzy? An impressive two-thirds of Canadians (66%) say they prepare a budget for holiday shopping, reveals a survey by Equifax Canada. But planning that budget and sticking to it may be two different things — especially if clients are filling orders for Santa. Households […]
By Staff |November 24, 2016
Half of Canadians (52%) admit that their summer spending habits have negative long-term effects on their savings.
By Staff |June 10, 2016
Investors may want guaranteed income, but consider whether they need liquidity.
June 7, 2016
4 min read
Meet clients who need help budgeting on common ground.
By Staff |January 8, 2016
1 min read
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