Tag Archives: Canadians

As inflationary pressures grow, Canadians increasingly struggle to make monthly mortgage & credit card payments

November 1, 2023, Toronto – Canadians of all ages are feeling the pinch of inflation, and …

When Financial Advice Gets Tough, Financial Advisors Matter

What can a financial advisor offer when economic circumstances seem to matter more than your …

Greg Pollock on The Assuris Podcast – Let’s Talk Life… Insurance

The Assuris Podcast – Let’s Talk Life… Insurance Episode 1: Financial Advice for an Increasingly …

Making wise financial decisions when inheriting money

Content from Globe & Mail, Financial Planning Report  November 25, 2022  – If the estimates prove …

Advisors observe positive shift in clients’ attitudes toward financial planning

Susan Yellin, Insurance Journal  November 18, 2022  – 2022 started out with a healthy dose …

Advocis Invites Canadians to Explore the Role of Financial Literacy in Challenging Economic Times for Financial Literacy Month 2022

November 1, 2022, Toronto – Advocis, The Financial Advisors Association of Canada, has announced its …

A Record-Breaking Insure Your Love Twitter Chat

Insure Your Love Month, Life Happens  February 18, 2022  – Life Happens celebrated Insure Your …

How middle-aged Canadians can make up for lost time on RRSPs

Deanne Gage, Special to The Globe & Mail  February 17, 2022  – With less than …

‘Reality check’: Top tips to tame household debt

Jennifer Ferreira, CTV News  February 16, 2022  – While the Bank of Canada’s trendsetting interest …

Is detecting clients’ cognitive decline tougher in a virtual world?

Leo Almazora, Wealth Professional Canada  January 28, 2022  – Through their intimate relationships and in-depth …

Reverse mortgages deserve careful consideration, says Advocis

Leo Almazora, Wealth Professional Canada  January 26, 2022  – For house-rich Canadians facing liquidity challenges …

Advocis: What are some of the major life changes Canadians are contemplating this fall? Ask their advisors.

September 20, 2021 – As vaccinations rise and vaccination passport mandates emerge, an atmosphere of increased …

One-fifth of Canadians interested in using saved-up money for home renovations

Insurance Journal: June 25, 2021 – Canadians tired of being locked down and their pocketbooks locked …

Advocis: How should Canadians handle big-ticket summer purchases with savings from the pandemic? Ask their advisors.

June 21, 2021 – The combined effects of sizzling weather, falling COVID-19 case counts, steady progress in vaccinations and healthy …

What financial mistakes did Canadians make during the pandemic? Ask their advisors.

April 12, 2021, Toronto – With COVID-19 vaccine distribution in full swing across the country, …