News and resources for Canada's top financial advisors
Planning and Advice
The process of aging can take its toll
By Jill O'Donnell and Graham McWaters |October 23, 2013
4 min read
As a financial advisor, you spend a great deal of time looking after your clients’ financial well-being and making sure they have adequate resources for their retirement years. But retirement is about more than just finances. Understanding the needs of your aging clients both financial and non-financial is essential. A complete picture of your clients' situation will allow you to serve them to the best of your abilities.
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Tax & Estate
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