Financial Planning in a Post-COVID-19 World

Canadians need advice, but those that need it most are least able to afford it, a Morningstar Executive Forum is told

Ruth Saldanha 14 November, 2020 | 9:11AM

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The coronavirus pandemic-driven bear market may have gone down in history as one of the least painful on record, lasting a total of about 120 trading days with a maximum drawdown of about 34%. But short though it may have been, while it was on, investors had to deal with plenty of volatility and turbulence. This triggered many clients to think about their future and their financial plans, which in turn has prompted thoughts on the future of the financial planning industry in Canada.

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About Author

Ruth Saldanha

Ruth Saldanha  is Senior Editor at Morningstar.ca. Follow her on Twitter @KarishmaRuth.

 
 
 

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