23 March, 2018 Financial Planning Special Reports and Newsletters

Women & Financial Confidence

Let’s change the narrative that women lack financial confidence. Working with the right Advisor helps. Our 4-Point Advisor Assessment Framework set outs questions you should ask yourself....

15 March, 2018 Special Reports and Newsletters Wealth Management

Who is the money manager in your home? Watch this interview with Melanie on Global News!

A new study says women often leave money management to men. Global’s Tomasia DaSilva sits down with a financial planner to find out why that is not always the best plan....

03 March, 2018 Special Reports and Newsletters

Navigating Life’s Events

The stage of life you are in now affects your financial planning strategies. This infographic provides a good roadmap, outlining the costs at each stage of life....