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The Human Dimension of Financial Advice
Corporate • Jan 05, 2023
While some Canadians choose to go it alone, an overwhelming majority believe that financial advisors have a positive impact on their lives, their families, and their futures.
During times of heightened market volatility, investors are looking to financial experts for guidance to help them make the right decisions or get answers to tough questions. In our study, we found that 93% of Canadians indicated they want to work with someone who knows their personal situation.
If you’re ready for financial advice with a human touch, we’ve created an e-book highlighting the tangible benefits of financial advice and how investors can benefit from the meaningful relationships they develop with their advisors.
Are you ready to get the right advice for you and your family?
Canada’s Federal Government released its new budget for the year ahead providing key details on important support programs. Our budget Infographic provides the key highlights.
The third week of February marked a crucial period for IPC Private Wealth clients, featuring up to four major portfolio events.
In his Q1 update, Rana notes that the financial markets have started 2024 on a strong note, with the S&P 500 climbing approximately 13% (CDN), marking the most robust start since 2019. This surge brings us to his topics for discussion: the psychological phenomena’s of FOMO (Fear of Missing Out) and FUD (Fear, Uncertainty, and Doubt).
