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Slow uptake for FHSAs among advisors leads to missed opportunity to connect with the next generation

Most of the new accounts were opened through bank branches and online brokerages, according to a report from ISS Market Intelligence

Fonthill
Ontario
Canada
Calgary
Alberta
Toronto
Canadians
Aravind-sithamparapillai
Cindy-marques
Aaron-hector
Log-increate-free

Advisors seize federal budget opportunity to educate and engage Canadians

LinkedIn posts and threads on X were used to explain the impact of changes to the capital gains inclusion rate

Squamish
British-columbia
Canada
Fonthill
Ontario
Canadians
Mark-mcgrath
Aravind-sithamparapillai
Ironwood-wealth-management-group-in-fonthill
Linkedin
Capital-inc
Instagram

How financial planning software companies are prepping for June 25

Advisors without access to new capital gains modelling are sharing Excel spreadsheets in the meantime

Kelowna
British-columbia
Canada
Winnipeg
Manitoba
Fonthill
Ontario
Ken-lotocki
Aravind-sithamparapillai
Jim-kort
Microsoft
Conquest-planning

How to talk about mental health with clients

Active listening and asking the right questions are key to checking on clients' sense of well-being

Toronto
Ontario
Canada
Canadian
Aravind-sithamparapillai
Ron-malis
Carol-lynde
Ironwood-wealth-management-group
Canadian-mental-health
Ironwood-wealth-management
Canadian-mental-health-association
Bridgehouse-asset

How supporting elderly parents can affect a financial plan drastically

Taking care of parents financially means engaging in conversations early on, having a concrete plan and managing expectations

Cobourg
Ontario
Canada
Vancouver
British-columbia
Fonthill
Wellington
New-zealand-general
New-zealand
Sri-lanka
Brenda-hiscock
Aravind-sithamparapillai

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