Viewpoints about Value of advice
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The value of financial planning
Financial planning is key to achieving long-term financial stability, regardless of your net worth. It involves setting goals, identifying risks, and creating strategies to manage your assets and obligations effectively. Here are 10 ways financial planning can help you navigate life’s uncertainties with confidence and clarity.
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Why every woman needs a retirement plan—and a retirement plan B
Many Canadians ignore future planning—including women. But we’re doing more, earning more, and even living longer. While everyone needs to plan for what’s ahead, women should take charge now.
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Women’s wealth is growing: advisors need to keep pace
Women control more wealth than ever, and are poised to control even more. Despite this, they are frequently underserved by a financial services industry that has long been run by, and for, men. Advisors need to adjust their approach to seize the challenge and opportunity of this financial shift.
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Five investing mistakes to avoid
Market turbulence may trigger emotional investing, but history shows staying rational might be wiser. Beware of these five behaviours that can risk investment success.
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8 questions to ask a financial advisor
Ask these questions about your advisor, your assets and yourself to become a more engaged investor.
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