Financial Planning

Financial Planning

Homeowners on the brink face tough choice of selling home as mortgage payments climb

Younger homeowners are turning to their parents for help in keeping up with mortgage payments

By Ritika Dubey, The Canadian Press |October 16, 2023

4 min read

Financial Planning

Is your firm SRO-ready?

Wednesday, October 4, 2023 at 1:00 PM ET

Learn how the merger of IIROC and MFDA into CIRO presents a significant opportunity for firms to create client-centric journeys and tailor products for omnichannel distribution.

What you need to consider before downsizing in retirement

There’s a lot more to think about than projected savings

By Doug Carroll |October 10, 2023

3 min read

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Financial Planning

Helping clients make resilient choices to thrive in retirement

Wednesday, August 16, 2023 at 1:00 PM ET

learn about the trade-offs your clients may need to make to manage through curveballs caused by longevity and the new definition of retirement, how they can prepare to be more resilient and still thrive in retirement, and what you need to know to help guide them through it all.