advice

Nov
12
2018

November: Financial Literacy Month

By admin

Financial literacy is the ability to understand and discuss financial concepts and apply them to your own financial situation. It includes skills like budgeting, paying bills on time, making decisions about financial products, planning for the future and being financially prepared for an emergency. That's why financial literacy is really a life skill; as essential as numeracy and basic literacy.

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advice
financial advice
Mar
12
2018

The Evolution of Advice

By admin

To get the best out of your current financial advisor, you need to better appreciate what kind of advice is available to you today versus in the past. And more importantly, what the provision of advice now and in future may look like and how this may impact your ability to access quality advice. The rich do and will always have the ability to pay for the best advice available. The vast majority of Canadians have a more limited ability to access advice depending upon their personal financial resources.

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advice
strategy
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