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.