Financial Concierge: Helping Seniors Manage Their Money

A service specifically for seniors that helps them organize their personal finances. Jill Chambers from Financial Concierge is here to tell us how it works. And, Bank on Yourself: Why every woman should plan financially to be single even if she is not with authors Leslie McCormick and Ardelle Harrison. Then, a new study from Echelon Wealth Partners that explores the barriers women face when it comes to controlling their finances. And, a new retirement system that considers today’s rapidly changing workforce. Plus, a look at five years of data from the Advocis Financial Advisors Index.

Immigrants and money: Overcoming the barriers

If you’re new to Canada, navigating the financial world can be challenging, for a whole number of reasons. RBC’s Ivy Chiu is here to talk about some solutions. We’ll profile FeeDuck, a new online tool that connects you with a professional real estate agent. And, insight into the gender gap in personal finance with CPA. Plus, new software called Passiv, that helps you manage your passive-investing portfolio.