News and resources for Canada's top financial advisors
Industry
The Canadian Securities Administrators (CSA) has published a staff notice that looks at firms' compensation arrangements and incentive practices that are used to motivate representatives’ day-to-day behaviours.
By Staff |December 15, 2016
2 min read
Planning and Advice
The old adage, “Today is the first day of the rest of your life,” is never truer than on a client’s last day on the job. And advances in medical technology mean that, for many, the rest of their life could be a very long time. You might also like… In fact, they could well […]
By Camilla Cornell |December 15, 2016
Three in 10 Canadians currently working say they haven’t saved a cent for retirement, finds a poll by Insights West and Credential Financial. The survey also found 18% of retirees say they have to work in retirement to support themselves and nearly a third enter retirement with more debt than they had anticipated. Read: 2017 […]
By Staff |December 14, 2016
1 min read
Economic Indicators
If your client is the parent of young children, he might have more disposable income once childcare funding becomes available. This is important because, as a new study by the Canadian Centre for Policy Alternatives suggests, childcare fees in some of Canada’s biggest cities has skyrocketed over the last three years, rising an average of […]
By Staff, with files from The Canadian Press |December 12, 2016
3 min read
Commit to improvement
By Staff |December 12, 2016
Clients in four provinces have access to this niche repayment option.
By Ted Michalos |December 12, 2016
Considerations when receiving payment for your book
By Doug Carroll |December 9, 2016
8 min read
Susan Goldberg looks at an innovative approach to fostering men's well-being in retirement.
By Susan Goldberg |December 8, 2016
4 min read
Toronto-based Tricon Capital Group, an investor and asset manager focused on residential real estate, says it’s Tricon Lifestyle Communities venture has bought three manufactured-housing communities in California. Read: Pressure points for U.S. commercial real estate Two of the communities, Riverdale Estates and Palmdale Estates, are age-restricted properties. Retirees can buy a prefabricated home and install […]
By Staff |December 5, 2016
When it comes to investing, millennial clients rank environmental, social and governance (ESG) factors as equally important as investment outcomes, reveals a global investor survey by Schroder Investment Management. Compared to older clients, millennials rate the importance of world-based social outcomes, like poverty and climate change, higher (6.4 out of 10 for older clients versus […]
By Staff |December 1, 2016
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