News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
A new survey shows Canadians anticipate working an average of six years longer than they would like
By Staff |June 26, 2023
2 min read
Advisor's Edge
We talk to a proponent of the Financial Independence Retire Early movement
By Allan Janssen |November 7, 2022
3 min read
Industry
Open banking has the potential to automate onboarding, allow for fee comparison and improve risk assessments
By Greg Meckbach |September 16, 2022
Self-reported financial skills aren't backed by evidence, a CPA Canada survey finds
By Michelle Schriver |August 5, 2022
Respondents cited real estate, digital investing and crypto as the most confusing areas of personal finance
By Staff |April 14, 2022
Hours spent worrying increased 25% over the last year
By Staff |December 16, 2021
"Dealing with our financial advisor was very uncomfortable"
By Allan Janssen |November 2, 2021
Economic Indicators
Almost two-thirds of low-income households said they've experienced significant financial hardship
By Daniel Calabretta |November 1, 2021
Most people perceive their financial management through rose-coloured glasses
By Mark Burgess |March 12, 2021
Finances remain steady for most Canadians, an RBC poll suggests
By Staff |January 11, 2021
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.