6 Reasons Advisors Should Stress Test Clients’ Plans

By stress testing financial plans, Financial Advisors can help retirees identify potential risks, make informed decisions, and optimize their financial strategies to achieve their objectives and maintain financial security in retirement. Here are 6 of the top reasons...

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Stress Test Financial Plans for Clients

We know that right now inflation, interest rates, talk of bear markets, and declining portfolio values are top of mind for nearly all Canadians — in particular, those who are either approaching retirement or are already there. It’s time to learn how to stress...

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