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.