Tag Archives: Christmas spending

Ho ho no! Why clients are cutting back on Christmas gifts

Leo Almazora, Wealth Professional Canada Advocis poll reveals how looming recession and inflation fears are …

Written on December 13, 2022 at 6:24 pm, by Lucas Di Rocco

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Categories: Advocis News, In the News
Tags: Advocis, Canadians Spending, Christmas spending, FAFA, Finances, Financial Advice for All, Financial Literacy Month, FLM 2022, FLM 22, Holiday Spending, Julie Martini, Wealth Professional Canada

Making wise financial decisions when inheriting money

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

Written on November 25, 2022 at 5:53 pm, by Lucas Di Rocco

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Categories: Advocis News, In the News
Tags: Advocis, Budget, Canadian Spending, Canadians, Christmas spending, Delta Sciur, FAFA, Financial Advice for All, Financial Literacy, Financial Literacy Month, Financial Planner, Financial Planning, Financial Services Group, FLM 2022, Food Inflation, Gas, Groceries, Holiday Shopping, Impulse purchases, Inflation, Julie Martini, Kids Financial, Literacy, Money, Recession, Youth Financial Literacy

Advisors observe positive shift in clients’ attitudes toward financial planning

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

Written on November 18, 2022 at 5:45 pm, by Lucas Di Rocco

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Categories: Advocis News, In the News
Tags: Advocis, Budget, Canadian Spending, Canadians, Christmas spending, Delta Sciur, FAFA, Financial Advice for All, Financial Literacy, Financial Literacy Month, Financial Planner, Financial Planning, Financial Services Group, FLM 2022, Food Inflation, Gas, Groceries, Holiday Shopping, Impulse purchases, Inflation, Julie Martini, Kids Financial, Literacy, Money, Recession, Youth Financial Literacy

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 …

Written on November 15, 2022 at 4:03 am, by Lucas Di Rocco

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Categories: Advocis News, In the News, Press Release
Tags: Advocis, Budget, Canadian Spending, Canadians, Christmas spending, Delta Sciur, FAFA, Financial Advice for All, Financial Literacy, Financial Literacy Month, Financial Planner, Financial Planning, Financial Services Group, FLM 2022, Food Inflation, Gas, Groceries, Holiday Shopping, Impulse purchases, Inflation, Julie Martini, Kids Financial, Literacy, Money, Recession, Youth Financial Literacy