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Experts say check your budget now with interest rates set to rise

OTTAWA The price of gas is going up. The cost of groceries is going up. And now that the Bank of Canada has started to raise interest rates, the cost of borrowing is going up. ....

Elke Rubach , Craig Wong , Taz Rajan , Rubach Wealth , Canadian Press ,

Check your budget now with rates set to rise

OTTAWA - The price of gas is going up. The cost of groceries is going up. . ....

Elke Rubach , Taz Rajan , Rubach Wealth , Canadian Press , Personal Finance , Winnipeg News , Winnioeg News , Winnipeg Free Press , Wpeg Free Press ,

Check your budget now with rates set to rise

OTTAWA - The price of gas is going up. The cost of groceries is going up. . ....

Elke Rubach , Taz Rajan , Rubach Wealth , Canadian Press , Personal Finance , Winnipeg News , Winnioeg News , Winnipeg Free Press , Wpeg Free Press ,

Financial planning through the pandemic

This article appears in the June 2021 issue of Advisor’s Edge
Government support programs have helped businesses stay afloat during the Covid-19 pandemic, but for some, survival has also depended on their ability to beg, borrow or steal.
Canadian businesses have taken on extra bank loans and turned to family and friends, credit cards and mortgages to secure more cash, the Canadian Federation of Independent Business (CFIB) said in a February report. Some were forced to take from their “future selves” by drawing on retirement savings.
Elke Rubach, principal at Rubach Wealth in Toronto, Ont., volunteers with Advocis Connect, a pandemic program for struggling business owners offered by the association for financial advisors. “There were some businesses that were so cash-strapped and leveraged that you could not help them,” she said. They had to shut down and give their landlords notice. ....

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Changing nature of financial advice could lead to rise of paraplanners

The Globe and Mail
Helen Burnett-Nichols
Published April 22, 2021
Pra-chid/iStockPhoto / Getty Images
The increasing focus on holistic financial advice and financial planning in Canada’s financial services industry may lead to increasing demand for paraplanners – especially among those who bring an advanced skill set to the table.
Paraplanning often involves the non-client-facing, data-driven aspects of a financial plan. According to Jason Heath, managing director and an advice- and fee-only certified financial planner at Objective Financial Partners Inc. in Markham, Ont., paraplanning services range from providing more administrative tasks to the development of complex financial plans.
It’s also an established service in the advisory space in places like Britain and the U.S. For example, a survey that Canada Life U.K. Ltd. conducted in 2018 found that almost half (49 per cent) of financial advisory firms in Britain employed at least one paraplanne ....

United Kingdom , Elke Rubach , Sandi Martin , Jason Heath , Spring Planning Inc , Canada Life Uk Ltd , Financial Partners Inc , Objective Financial Partners , Spring Planning , Rubach Wealth , ஒன்றுபட்டது கிஂக்டம் , சாண்டி மார்டின் , ஜேசன் ஹீத் , வசந்த திட்டமிடல் இன்க் , நிதி கூட்டாளர்கள் இன்க் , புறநிலை நிதி கூட்டாளர்கள் , வசந்த திட்டமிடல் ,