News and resources for Canada's top financial advisors
Industry
45% of pre-retired Ontario homeowners are relying on the value of their home increasing to fund their retirement.
By Staff |September 26, 2017
2 min read
Planning and Advice
What happens when business can't go on as usual?
By Simon Doyle |September 22, 2017
14 min read
The World Economic Forum recently published a discussion paper titled, “We’ll Live to 100. How Can We Afford It?” It makes the case that, with lifespans increasing and fewer companies providing pension plans, many people may face a retirement savings gap. Here are a few ways your clients can make sure the math works for […]
By Camilla Cornell |September 21, 2017
RI space extends beyond climate change, and so should your evaluation
By Katie Keir |September 20, 2017
More than 40% of Canadian entrepreneurs will exit their businesses to retire in the next five years, finds a study by BDC. And 52% of them expect to sell or transfer their businesses outside the family. Problem is, many business owners won’t make the most of the transition. Read: How early to tackle business transition […]
By Staff |September 20, 2017
Retirement is a happy time for clients -- but it can also be stressful as they adjust to a new way of life
By Staff |September 19, 2017
A first-time homebuyer shares her experience, and how it could have been better
By Jessica Bruno |September 13, 2017
4 min read
The IIAC's Ian Russell assess the industry's strengths and weaknesses
By Staff |September 8, 2017
3 min read
Women's needs differ from those of men, says white paper
By Staff |September 7, 2017
Estate Planning
5 things clients can do right away
By Nathalie Boutet |September 1, 2017
5 min read
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