News and resources for Canada's top financial advisors
Economic Indicators
The federal government should raise the contribution limits for RRSPs and defined-contribution pension plans to reflect lower yields on investments and longer life spans, a report from Toronto-based think tank C.D. Howe Institute says. “People are living longer and — even more importantly — yields on investments suitable for retirement saving are very low. These […]
By Staff |November 7, 2017
2 min read
Industry
Before Dec. 31, bring up these tax tips
By Staff |November 2, 2017
Planning and Advice
While there may not be 50 ways to leave your client, there are several methods
By Hélène Roulot-Ganzmann, Conseiller |October 31, 2017
Here are some red flags of suspected financial abuse by guardians.
By Staff |October 31, 2017
1 min read
Financial skills are often the first to slip when aging clients suffer cognitive impairments. Advisors can help spot the early signs of cognitive decline and support clients in making valid estate-planning decisions.
By Susan Goldberg |October 26, 2017
5 min read
Estate Planning
Tips from experts
By Susan Goldberg |October 20, 2017
Clients must answer this question if they’re still working at age 60
By Lea Koiv |October 20, 2017
7 min read
Many retirees seem to have a hard time shifting from saving to spending
By Susan Goldberg |October 19, 2017
Not one of your clients probably aims to live a pinched and circumscribed existence in retirement, but sometimes life gets in the way.
By Camilla Cornell |October 19, 2017
By Susan Goldberg |October 16, 2017
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