WealthyPlanet Blog

Financial Advisors are Failing Moms, so Moms Should Take Charge!

Financial Services companies still have a long way to go to provide the best customer experience and financial planning help according to a recent survey of Ontario Moms. Moms working with financial advisors at wealth management firms, banks, and insurance companies are generally not the happiest consumers. These are the outcomes from a recent survey of more than 250 Ontario Moms conducted by WealthyPlanet with Movies for Mommies (MFM), a national social community for new parents.

5 Financial Planning Tips for Moms Worried About Finances

Moms are currently struggling with financial worries, but they should be more worried about their financial planning practices. These are some of the outcomes we found from a recent survey of more than 250 Ontario Moms, members of Movies for Mommies (MFM), a national social community for new parents.