Tag Archives: Wealth Professional Canada

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

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

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 …

Written on February 17, 2022 at 2:40 pm, by Lucas Di Rocco

Comments Off on How middle-aged Canadians can make up for lost time on RRSPs
Categories: Advocis News, In the News
Tags: Advocis, Canadians, Co-Operators, DLD Financial, Excalibur Executive Planning Inc., Finance, Financial Advisor, Globe & Mail, Globe Advisor, Jason Desaulniers, Jennifer Cook, Kelly Ho, Personal Finance, Retirement Savings, RRSP, RRSP Contribution, RRSP Withdrawal, Wealth Professional Canada

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 …

Written on January 28, 2022 at 2:50 pm, by Lucas Di Rocco

Comments Off on Is detecting clients’ cognitive decline tougher in a virtual world?
Categories: Advocis News, In the News
Tags: Advocis, Canadians, Clients, cognitive decline, cognitive decline in clients, COVID-19, dementia or Alzheimer's, Financial Advisor, Financial Planner, Financial Planning, Greg Pollock, Investment Planning Counsel, Ironshield Financial Planning, Sam Febbraro, Scott Plaskett, Wealth Professional Canada, Zoom

Reverse mortgages deserve careful consideration, says Advocis

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

Written on January 26, 2022 at 2:29 pm, by Lucas Di Rocco

Comments Off on Reverse mortgages deserve careful consideration, says Advocis
Categories: Advocis News, In the News
Tags: Advocis, Canadians, Estate Plan, Finance of America Reverse, Financial Advisor, Greg Pollock, Home Equity, Loans, Mortgage, Retirement, Reverse Mortgages, Wealth Professional Canada

Wealth Professional Canada: Hot List 2021

Wealth Professional Canada – Digital Magazine (May 2021) Thank you to Wealth Professional Canada for …

Written on May 13, 2021 at 1:51 pm, by alex dugan

Comments Off on Wealth Professional Canada: Hot List 2021
Categories: Blog, In the News
Tags: Advocis, Canada, COVID-19, Financial Advice, Financial Advisors, Financial Planners, Financial Services, Greg Pollock, Pandemic, Wealth Professional Canada

Finalists for the 2021 WP Awards revealed

April 1, 2021, Toronto – Providing financial advisors with superior service is a core part …

Written on April 13, 2021 at 4:42 pm, by alex dugan

Comments Off on Finalists for the 2021 WP Awards revealed
Categories: In the News
Tags: Advocis, COVID-19, Financial Advisor, Financial Planner, Pandemic, Wealth Professional Awards, Wealth Professional Canada