Advisor to Client

Tax

Saving money as a mature student

Going back to school? Mature students can take advantage of their unique financial circumstances.

By Caroline Hanna |August 7, 2014

3 min read

Investing

Prepare for the peak

If you’re like most Canadians, you’ve probably been working for quite some time—in all likelihood, since your early 20s.

By James Dolan |August 5, 2014

3 min read

Investing

Peak planning guidelines

People between 45 and 55 are in what’s conventionally called their peak earnings years. Here are some key points and financial planning strategies for people in this age group.

By Staff |August 5, 2014

2 min read

Investing

Top 5 peak earnings pitfalls

Your peak earnings years can be a time of unprecedented financial freedom.

By Staff |August 5, 2014

2 min read

Investing

The peak portfolio

As you cruise into your peak earning years—generally ages 45 to 55—your priorities change. And your portfolio needs to change along with them.

By Staff |August 5, 2014

3 min read

Investing

Presentation: Your peak earnings years

To make it easier for you to prepare materials for clients, we’ve developed this text for a slideshow on the opportunities and pitfalls clients face when entering their peak earnings years. The slides are designed to help you educate investors and prospects. We know you’ll want to customize them and add elements specific to your clients, so we’re providing a Word file to make that easier(there is no PowerPoint).

August 5, 2014

1 min read

Investing