Resources

Francesca Rea, CFP — Featured on The Globe and Mail

How advisors can prepare for taking a sabbatical from their practice?

Sabbaticals are gaining in popularity, particularly after the pandemic, with Canadians from many sectors looking to take a leave of months, a year, or more to recharge and combat burnout.



Francesca Rea, a financial advisor at Assante Capital Management Ltd. in Mississauga, had always wanted to take a full month off to travel, but between work and taking care of her two young…

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How women advisors, clients are working through disproportionate financial impact of COVID-19?

The COVID-19 pandemic has had significant economic consequences for many women. For advisors, ensuring these clients remain on track to meet their financial goals has meant helping them refocus their plans and make practical decisions to reflect their current realities.



The pandemic has affected women disproportionately. According to an RBC Economics report published earlier this year…

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