News and resources for Canada's top financial advisors
Living Benefits
If disability impedes work performance, a claim can be made for cost of hiring additional staff.
By Al Emid |September 27, 2012
4 min read
Estate Planning
Over half of baby boomers (57%) would rather work longer so they can maintain their current lifestyles as they enter retirement, finds a CIBC poll. Further, 24% plan to carry debt into retirement. Of those, 80% will carry debt throughout their entire retirement. This suggests they have no immediate plans to pay it off, and […]
By Staff |September 21, 2012
2 min read
Industry
Almost half (48%) of defined benefit plan sponsors plan to increase their allocation to alternative investments as they seek long-term returns less correlated to public equity markets, finds RBC Investor Services. Further, this figure jumps to 88% for plan sponsors that have over $1 billion in assets. Read: Will PRPPs create opportunities for advisors? “Canadian […]
By Staff |September 20, 2012
1 min read
There was a time when age 65 symbolized the finish line for one’s working life. A point where people dropped out of the rat race, traded their Oxfords for slides, and looked forward to engaging in leisure pursuits. But changes to CPP and OAS pension deadlines for late Boomers and early Generation X-ers is altering […]
By Staff |September 18, 2012
Put long-term-care insurance in retirement plans.
By Clay Gillespie |September 18, 2012
5 min read
Standard Life Assurance Company of Canada is issuing a $400 million principal amount of 3.9% fixed/floating subordinated debentures, due September 21, 2022.
By Staff |September 17, 2012
Life
When it comes to estate planning, life insurance is critical. Help your clients upgrade their coverage as they age to ensure wealth preservation.
By Ted Warburton |September 14, 2012
Both life and P&C Canadian insurers are facing increasing challenges due to economic volatility, but they're maintaining capitalization.
By Staff |September 12, 2012
Specialty insurers explain how and why to protect your luxury valuables—everything from an inherited ceramic vase to vintage movie posters
By Raf Brusilow with notes from Sheila Avari |September 12, 2012
Buying travel insurance is the last thing on Canadians’ minds when planning a vacations or a business trip.
By Staff |September 6, 2012
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