FORUM Magazine - May 2023

FORUM is the magazine of influence for financial advisors across the country. FORUM has evolved over the years into an award-winning magazine designed to help financial advisors and planners serve their clients more effectively. Industry experts and seasoned journalists provide valuable insights into the issues and trends that matter most to Canada’s financial professionals. In this edition of FORUM, Alison MacAlpine discusses how those in their 20s are approaching financial planning. Mark Halpern discusses finding accidental philanthropists in your practice, and Jamie Golombek shares how to make the most of new and old registered plans. The Final Word from Greg Pollock: We Are Listening.