Financial planning

CIBC Poll: Canadians worried about debt, retirement

According to a CIBC poll, there are two financial concerns weighing on the minds of Canadians: paying down personal debt and saving for retirement.

By John Powell |January 6, 2011

2 min read

Industry

Survey: Lack of financial literacy taking its toll

Rising personal debt loads and insufficient retirement savings seem to be pointing to the fact that financial literacy education should start at an earlier age in Canada.

By John Powell |January 5, 2011

2 min read

Planning and Advice

A winning educational savings plan

Meaningful financial planning eludes many Canadians, especially when it comes to a sound plan for their children’s education.

By Douglas Lamb |January 1, 2011

3 min read

Planning and Advice

Engaging your clients more effectively

When investing, leave emotion at the door.

By Christopher Hope |January 1, 2011

8 min read

Five easy financial resolutions

While it is always a good time to be financially prudent, the New Year brings promises to actually do something about it. But vowing to “be smarter with money” is pretty vague, and many Canadians might struggle to keep that resolution without a clear idea of how to achieve it. Scotiabank has offered its top […]

By Staff |December 30, 2010

2 min read

Dollars & Sense Survey: Work with the gatekeepers

Know your clients’ gatekeepers, and make sure you can work with them. That message came through loud and clear in answers to a set of questions contained in the investor portion of our ninth annual Dollars & Sense Survey.

By Staff |December 1, 2010

2 min read

Offering your clients more

What’s the most important thing a financial advisor does for clients? Provide sound investment advice and financial planning that clients can rely on? Maybe. That is, after all, the primary role of the financial advisor. But many would say that simply isn’t enough. Today’s clients expect more, so attracting and retaining them is about going […]

8 min read

Cautious Canadians are taking risks

A new survey suggests that while Canadians think of themselves as risk-averse, they are leaving themselves and their families open to massive liabilities by under-insuring. According to the TD Insurance Risky Business Poll, the majority of Canadians say they’re cautious and avoid risk (55%), with only 8% saying they are risk-takers. No surprise, given the […]

By Staff |November 24, 2010

2 min read

Dundee deal helps define wealth market

The wealth management landscape in Canada changed on Monday, with the announcement that Scotiabank would buy DundeeWealth. While the obvious change in the industry was the elevation of Scotia within the asset management business, the deal helped define the market, according to Bruce R. Jackson, president and chief operating officer of Cumberland Private Wealth Management. […]

By Steven Lamb |November 24, 2010

3 min read