News and resources for Canada's top financial advisors
Planning and Advice
Philip Porado on the five questions your clients should ask a prospective executor
By Philip Porado |February 16, 2017
4 min read
Industry
As your clients live longer, help them adjust their retirement goals and plans to account for extra costs.
By Staff |February 14, 2017
3 min read
The number of Canadians in their prime-working years that contributed to their RRSP accounts steadily declined from 2000 to 2013, according to a report by Statistics Canada. The report said among individuals aged 25 to 54, the number of annual RRSP contributors fell 16% between 2000 and 2013. The number of contributors in the age […]
By Staff, with files from The Canadian Press |February 13, 2017
1 min read
Make time to review current and updated guidance.
By Katie Keir |February 9, 2017
It might be time for a portfolio overhaul.
By Staff |February 9, 2017
Between not saving for RRSPs and making early withdrawals, Canadians are in a financial bind.
By Staff |February 8, 2017
2 min read
We answer this and other questions your clients might have.
By Melissa Shin |February 3, 2017
5 min read
Fewer Canadians plan to contribute to RRSPs this year compared to last year (46% versus 50%), though the average contribution has increased to $5,088 from $3,984, reveals a BMO study. Canadians’ reasons for contributing are no surprise, but reasons for not contributing raise more questions than they answer. For instance, those contributing this year predictably […]
By Staff |February 2, 2017
Chances are your high-net-worth (HNW) client needs your help developing an inheritance plan. That’s because only 22% of HNW Canadians have such a plan, reveals research by RBC Wealth Management, conducted in collaboration with Scorpio Partnership. This lack is all the more alarming considering an estimated $400 billion is expected to be transferred to the […]
By Staff |January 31, 2017
Doing so is simpler and more tax-efficient
By Simon Doyle |January 27, 2017
9 min read
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