Why women approaching retirement are worried about their finances
Fidelity Investments Canada’s Michelle Munro discusses the anxiety pre-retirees feel
Source: princegeorgecitizen.com
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These four principles will help advisors differentiate their practices in 2024
Advisor’s Alpha outlines how advisors can add meaningful value to clients’ investment outcomes
Source: theglobeandmail.com
Six strategies for choosing between investing or paying down debt
Deciding on the best option depends on the individual and is not a one-size-fits-all solution
Source: theglobeandmail.com
Top-performing advisors' resolutions for 2024 - The Globe and Mail
Some are rolling out financial literacy initiatives, turning to younger advisors and social media to best communicate their message – and get critical buy-in from a new generation of clients
Source: theglobeandmail.com
Why snowbirds should shop around for the best travel insurance policies
Travel insurance expert Michael Camacho says advisors should review their snowbird clients’ policy applications to ensure they understand all exclusions and disclose accurate information to the insurer
Source: theglobeandmail.com