How advisors are engaging younger clients with fewer assets
While their assets currently make up a smaller part of the market share, millennials are still in a position for long-term growth
Source: theglobeandmail.com
Stay updated with breaking news from Jarrett Holmes. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
While their assets currently make up a smaller part of the market share, millennials are still in a position for long-term growth
Christina Mychas used to have an “I work hard, I deserve this” philosophy when it came to spending.
Don’t get Jarrett Holmes wrong....
Don’t get Jarrett Holmes wrong....
To keep her finances organized, Parween Mander uses a Simplii Financial chequing account to pay her bills, keeps multiple dedicated savings accounts at EQ Bank and relies on a Koho cashback prepaid Visa account for everyday spending.