Planning and Advice

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Planning and Advice

5 key reminders for clients

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

2 min read

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Planning and Advice

From the vault: Peter Mansbridge on saving and retirement

Seems Peter Mansbridge, 68, had been mulling retirement for nearly 20 years before he announced that July 1, 2017, would be his last day as anchor of CBC’s The National. We spoke to the veteran journalist for the inaugural issue of Advisor’s Edge, where he shared his thoughts on saving, spending and life after CBC. […]

By Staff |June 20, 2017

3 min read

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Industry

‘I took a $10,000 pay cut to stay with my pension,’ says client

When pension plans and benefits change, clients might need your help

By Sara Tatelman, Benefits Canada |June 19, 2017

5 min read

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Planning and Advice

How to calm suspicious clients

Especially when you inherit them

By Bernard Viau |June 15, 2017

4 min read