News and resources for Canada's top financial advisors
Planning and Advice
How can advisors help clients be better prepared to choose? Let’s start with the qualifying information needed to make this key decision. Advisors should consider seven important questions: Does your client have a spouse or children who will rely on this pension for income, even after your client has passed on? Is your client within […]
By Cindy D. David |February 1, 2010
2 min read
Clients on the brink of retirement face a crucial decision on the income they’ll receive for the rest of their lives, if they’re lucky enough to have a pension. Most pensions offer different income-level options, some that provide income till your client dies, and others that continue at a reduced amount if the client dies […]
5 min read
Living Benefits
I frequently come across clients who own Guaranteed Minimum Withdrawal Benefit (GMWB) plans or are considering purchasing one, and many don’t fully understand the plans because, let’s face it, they’re complicated. Trying to compare the different income options, fees, investments and guarantees offered by each company can be like navigating a vine- and baboon-infested jungle. […]
By Cindy D. David |November 1, 2009
6 min read
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.