Advice for Financial Planners

Financial advisors who want to talk to their clients about socially responsible investing might have additional challenges. Then again, they might also have additional opportunities.

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When financial consumers and credit union members want to discuss financial literacy, they’re really looking for financial wellness.

While you might get questions about contribution limits for RRSPs and TFSAs, the answers you offer need to include information about emergency funds and insurance.

So, while members can benefit from understanding key concepts and terms about their personal finance, their lives will be improved when they put a plan in place that gives them the financial security they need and desire.