Planning and Advice

Planning and Advice

Help frugal retirees loosen the purse strings

Many retirees seem to have a hard time shifting from saving to spending

By Susan Goldberg |October 19, 2017

5 min read

Planning and Advice

Four common obstacles to clients’ retirement plans

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

2 min read

Planning and Advice

Help frugal retirees loosen the purse strings

Many retirees seem to have a hard time shifting from saving to spending

By Susan Goldberg |October 16, 2017

5 min read

Planning and Advice

What 70-somethings expect from their advisors

Responses to questions from 70-somethings

October 13, 2017

5 min read

Client confidential: Kimberly Allen

Occupation Project manager City Vancouver Age 41 I’ve been investing for: I haven’t started yet! I’ll be debt-free: By the end of summer 2018 Investable assets: About $6,000 in a chequing account, $6,000 in my wife’s RRSP, and $15,000 owed on a line of credit. Between our jobs and Airbnb-ing a room in our rental […]

3 min read

Help a client whose child was arrested

Scenario: The Morneaus* are in a fix. Their 18-year-old daughter, Sarah, has been arrested for public intoxication. She smashed a store window in downtown Winnipeg one Saturday night, but luckily no one was hurt. Understandably, the Morneaus are anxious and confused. They call you for help. What do you tell them? *This is a hypothetical […]

By Allan Tong |October 13, 2017

5 min read

How small talk can reveal planning opportunities

In the first 10 minutes of a meeting,your client says: I’m in shock. My son is visiting us this week, and guess what? He’s getting married next year! At that moment Later in the meeting 13,383,455 Canadians over the age of 16 who are married. Another 3,510,265 are living common law. Source: 2016 Census Before […]

By Gil Martinez |October 13, 2017

2 min read

Planning and Advice

Help frugal retirees loosen the purse strings

Four common obstacles to clients’ retirement plans

Help frugal retirees loosen the purse strings

What 70-somethings expect from their advisors

Can this couple still afford early retirement?

Client confidential: Kimberly Allen

Help a client whose child was arrested

What happens when advisors use robos

How small talk can reveal planning opportunities

Why cost of mutual funds is dropping in Canada, U.S.