News and resources for Canada's top financial advisors
Planning and Advice
Yes, economies worldwide continue to gradually recover from the financial shocks of 2008 and the tremors that followed. In terms of GDP growth, though, the recoveries are milder than the post-recessionary upswings experienced during the 1980s and ’90s. The term “jobless recovery” is thrown around a lot, because even though unemployment rates are falling, many […]
By Staff |August 31, 2017
3 min read
To many clients, retirement may seem a distant dream. Yet as the date looms, they often feel anxious and edgy about these life changes. Are they financially prepared? What will they do with themselves? Here are a few key reminders to share with clients headed into the home stretch, say six to 24 months before […]
By Camilla Cornell |August 24, 2017
2 min read
Industry
All clients are affected, not only those in their 60s
By Staff, with files from The Canadian Press |August 22, 2017
What’s next for your business? As early as possible, encourage transition planning
By Sarah Cunningham-Scharf |August 15, 2017
4 min read
Divorce hurts. And it can be hardest on those who experience it later in life. They feel betrayed and vulnerable. It doesn’t matter if it had been a long time coming or if both halves of the couple knew deep-down that the marriage was over. It’s always a blow — which means advisors need to […]
By Staff |July 27, 2017
This month’s Global View offers observations on how clients can stretch the money they already have to get the retirement they want.
By Camilla Cornell |July 20, 2017
Millennials want to look beyond debt repayment
By Staff |July 18, 2017
Estate Planning
Courts take a close look at advice
June 30, 2017
It can be hard to change jobs, especially if it involves shifting to an entirely different industry.
By Philip Porado |June 29, 2017
Indeed, the world of investing can be intimidating. But clients who opt for a thoughtful, steady approach will be best-positioned for long-term success.
By Camilla Cornell |June 22, 2017
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