Globe Advisor's Best of 2020: Top 10 articles on holistic fi

Globe Advisor's Best of 2020: Top 10 articles on holistic financial advice


The Globe and Mail
Published December 22, 2020
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The COVID-19 crisis has demonstrated just how important it is for Canadians to receive comprehensive advice from their financial advisors that focuses on all key aspects of their finances.
Although investing is still a key component of that advice, Canadians want their advisors to focus on helping them plan for a variety of other areas, including their taxes, insurance needs, estate planning, managing their debt and preparing for the worst.

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