Planning and Advice

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Planning and Advice

Tips for serving vision-impaired clients

From the need for reading glasses to cataract and more serious vision concerns, declining vision is an almost inevitable part of the aging process. Susan Goldberg discusses how advisors can make things easier for clients struggling with changes in eyesight. The number of Canadians with age-related vision loss is expected to increase by nearly 30% […]

By Susan Goldberg |September 27, 2017

5 min read

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Industry

Pre-retirees relying on homes to fund retirement

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

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Planning and Advice

Divorce leads to small business headaches

What happens when business can't go on as usual?

By Simon Doyle |September 22, 2017

14 min read

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Planning and Advice

The cost of living beyond 100

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

2 min read