Tag Archives: Finances

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 …

Written on February 7, 2023 at 6:38 pm, by Lucas Di Rocco

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Categories: Advocis News, In the News
Tags: Advocis, Assuris, Canadians, Finances, Financial Advice, Financial Advisors, Financial Planners, Greg Pollock, Life Insurance, Paul Petrelli, The Assuris Podcast

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

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, …

Written on April 12, 2021 at 1:35 pm, by alex dugan

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Categories: In the News, Press Release
Tags: Advocis, Canadians, COVID-19, Emergency Funds, Estate Planning, Finances, Financial Advice for All, Financial Advisor, Financial Planner, Financial Planning, Investments, Market Drop, Pandemic, Panic Selling, Savings, Vaccine