Financial Planning post COVID-19

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Morningstar Canada

About this talk

The COVID-19 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, not just in terms of investments, but the very nature of how clients are serviced. Join our expert panel for a thought-provoking discussion on: • How to talk to clients when the financial plan is the goal • Establishing trust and building relationships through virtual advice, and how tools have evolved to meet changing needs • Navigating evolving Canadian regulations around best interest and suitability and their effectiveness during turbulent times • How effective our risk modelling techniques were as a guide to portfolio construction in the midst of a black swan event
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