Financial Planning

Quiz: How do emotions affect investments?

How do Canadians stack up when it comes to risk and decision-making for their investments?

By Staff |February 10, 2014

1 min read

Presentation: Marriage contracts

Here’s some text to help you put together a topical presentation on marriage contracts that you can customize for your next client meeting.

February 10, 2014

1 min read

Talking to clients about divorce

Advisors know a divorce can be one of the most dangerous financial risks clients will ever face. And as financial professionals, we wouldn’t be doing our jobs if we didn’t address that risk.

February 10, 2014

5 min read

Cash flow planning: Identify your habits

To have a successful cash flow plan, you must identify your frequent financial habits.

February 10, 2014

2 min read