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PROGRAM SEGMENT FOUR

Lessons from Behavioural Finance — impacting financial decision-making

 

Video-taped interview with Chuck Grace, CMA, CPA, CMC

Managing Partner & President, Bigger Picture Solutions Inc. Finance Faculty Member, Western University — Richard Ivey School of Business London, Ontario

Chuck is a 35-year veteran of the Canadian financial services industry. As a member of the Finance Faculty at Western University's Richard Ivey School of Business, he teaches courses on both institutional and personal investing. When not teaching, Chuck stays grounded in the realities of Canada's wealth management industry as Managing Partner and President of Bigger Picture Solutions Inc.  Previously, as the COO of Quadrus Investment Services, Chuck and his team were responsible for growing the firm from its inception into one of the largest mutual fund dealers in Canada. Chuck regularly presents at industry events, writes for industry publications and has authored over 40 case studies for Ivey Publishing.

LEARNING TOPIC

To explore ways of helping clients realize the impact of their financial behaviours.

Whether interest rates continue to creep up or remain flat, the impact on the financial plan must be an ongoing discussion with clients to reinforce the value of your advice. This interview will include:

  • Behavioural Finance issues — importance of helping clients stay focused on both sides of the equation especially considering the rising debt among seniors
    • An example; the impact of rising interest rates on the financial plan such as investment earnings versus debt servicing costs
  • Working with and differentiating advisor advice from robo-advice

DISCUSSION FORMAT

Case Study Activity: In Debt — now what?

Learning Objective: To identify strategies for clients to consider in order to re-balance their financial plan.

ADVOCIS®, THE INSTITUTE FOR ADVANCED FINANCIAL EDUCATION™ (THE INSTITUTE™), CLU®, CHS®, CH.F.C.® AND APA® ARE TRADEMARKS OF THE FINANCIAL ADVISORS ASSOCIATION OF CANADA (TFAAC).