WP Talk

Morning Briefing: Finances are delaying Canadians’ major life changes


Listen Later

Your WP Morning Briefing brings you a daily update of the stories we’re covering at WealthProfessional.ca including:
The big life milestones are being delayed by Canadians who feel their current financial status is inadequate.
When did you last mention to a client about an ‘inflation hedge’ or refer to an investment as being ‘less volatile than equities?’
A new Return-to-Office Survey by the Portfolio Management Association of Canada (PMAC) is shedding new light on the continually evolving conversation around post-pandemic work policies in the Canadian financial space.
These stories in full at wealthprofessional.ca and in our newsletters, plus: how Raymond James is helping frightened cross-border clients; U.S. inflation report was ‘worst-case scenario’, says an economist; and How pre-authorized contributions can help younger clients.
...more
View all episodesView all episodes
Download on the App Store

WP TalkBy WP Talk


More shows like WP Talk

View all
Life Starts at Retirement by Maureen Dobranski

Life Starts at Retirement

30 Listeners