Planning and Advice

Industry

Win the wealthy clients of the future

Their reasons for not working with you are daunting, though.

By Staff |March 8, 2017

3 min read

Industry

Clients’ top question: Have I saved enough?

“Have I saved enough?” That’s the top question on the minds of half of Canadian pre-retirees, finds an RBC poll. Read: 37% of boomers question if they have enough savings A Franklin Templeton retirement survey confirms as much, finding that about half of Canadian pre-retirees (49%) are concerned about outliving their retirement assets or making […]

By Staff |March 2, 2017

3 min read

Industry

Expanded CPP ready for Jan. 1, 2019

This story originally appeared on BenefitsCanada.com. Canada’s governor general has signed an order in council to bring the Canada Pension Plan enhancements in Bill C-26 into force, marking the final step in implementing the expanded plan, according to a release from the Ministry of Finance. It noted Canada’s provincial governments have now met all necessary […]

March 2, 2017

2 min read

Planning and Advice

Your services are too expensive: survey

Retirees and pre-retirees cite cost when asked why they don't have advisors.

By Staff |March 1, 2017

2 min read

30% of Canadian retirees face surprising costs

A recent RBC retirement poll shows that Canadians aged 55 and older are most worried about maintaining their standard of living, having enough savings and covering healthcare costs. Turns out they have reason to worry. Of Canadians who say they faced surprises after retiring, 30% say they’re most surprised by higher spending and unexpected costs […]

By Staff |February 27, 2017

2 min read

Four strategies to help clients handle retirement challenges

So much of retirement planning involves calculation – how much clients need to save, how much cash flow they require, and for how long. But while retirees can’t possibly plan for every eventuality, they can and should try to ensure they’re ready to face whatever comes their way. Here are four innovative ways to help […]

2 min read

Planning and Advice

Win the wealthy clients of the future

Clients’ top question: Have I saved enough?

Expanded CPP ready for Jan. 1, 2019

Your services are too expensive: survey

30% of Canadian retirees face surprising costs

Four strategies to help clients handle retirement challenges

2 ways to rejuvenate the financial planning industry

How to stay relevant in the age of robos

Five crucial questions for executors

37% of boomers question if they have enough savings