Mentors wanted for new advisors
Finding support in the financial services industry is harder than it should be, new advisors say.
Three things advice-only financial planners get wrong when starting out
Advice-only financial planning can be a rewarding way for financial planners to serve clients on their terms, but those setting out can find it challenging to build a practice and establish a steady income.
Unnecessary spending and practical money-saving tips
The things we tend to regret buying are the stuff that isn’t aligned with our values. Thinking things through beforehand might help avoid such situations.
Conversations you should be having about inheritance
What should we be discussing about inheritances to get the feelings out of the decisions and how wealth should be spread between generations?
Inter-generational wealth planning: Why are we going to all of this trouble
Julia joined Vancity to talk about Inter-generational wealth planning and the importance of starting with people.
Longevity & Legacy: Financial Planning for health, family, and wealth
With longer lifespans and evolving health-care needs reshaping personal financial decisions, it’s essential to plan ahead.