Top client concerns: Talking shop with financial planner Brett Martinson

In this Coffee Break, we chat with Brett Martinson, a seasoned financial planner with Parallel Wealth, about some of the pressing financial concerns of Canadians in 2024. From political and market uncertainties to inflation worries, Brett shares helpful insights on how he guides clients through economic turbulence and financial planning challenges, especially when it comes to retirement goals and family assistance. Brett also touches on crucial decisions like helping adult children with down payments and the importance of incorporating legal advice in financial planning.