News Releases
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Jul 18, 2013
- More than 40 per cent of married couples concede that they have different investing styles
- An overwhelming 98 per cent of couples believe spouses should be on same page financially, yet fewer than half of engaged couples have had a detailed discussion about their finances
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Jul 10, 2013
- B.C. investors edge out Alberta's for highest score on BMO Nesbitt Burns' Savviest Investor Index
- Study finds 84 per cent of Canadians are generally confident that they're managing their investments well; however, many don't have a financial plan, know their investor profile or what investments they hold
- An investment advisor can help with managing your portfolio, creating a written financial plan and providing other advisory services such as insurance, business succession planning and tax & estate planning
