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Poll finds social pressure in the way of Canadians’ future financial security

Jennifer Cook said, “Right now, consumers are tired of the uncertainty of the past few years; many are searching for…

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Why counselors should put health at the center of conversation planning

The urgency is clear from the point of view of financial planning. As Fabraro points out, small business owners will…

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Few days left to nominate the best consultants

Few days left to nominate the best consultants. money professional Industry News Entries for Wealth Professionals Canada’s 5-Star Advisors Close…

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Advosys says reverse mortgages should be carefully considered

While Advosys has not conducted a formal survey of its membership to assess customer interest, Pollock acknowledges a reverse mortgage…

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It is ‘absolute outrage’, says portfolio manager, banks are putting themselves ahead of customers

While 120 of her clients moved in with her, and she has added 10 since then, she is surprised at…

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CD Howe: The problem with Canada’s automatic tax filing scheme

Researchers at the CD Howe Institute looked at international tax-filing practices and concluded that Canadians will face major tax-complexity challenges.…

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Canadian retirees don’t want to downsize, but can’t?

A new report highlights that many Canadians lack the financial resources they need

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How Today’s Canadian Retirees View Homeownership

Your WP Morning Briefing brings you daily updates of the stories being covered at WealthProfessional.ca

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Joining your team? Consider a Performance Reporting Analyst

It looks like each RIA posted record growth in both 2020 and 2021, and accordingly, each RIA is looking to…

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A must read on January 9th for the CRE industry. 26, 2022

As The Wall Street Journal reports, the US saw a record volume of commercial real estate sales last year. According…

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