News and resources for Canada's top financial advisors
Industry
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
2 min read
Clients in four provinces have access to this niche repayment option.
By Ted Michalos |December 12, 2016
Planning and Advice
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
The high-net-worth market is driven by macro trends such as demographics, changing retirement patterns, and clients’ desire for relationships with their advisors, reveals a report by Investment Planning Counsel (IPC). Capitalizing on these trends might be a sure path to your success. That’s because the number of mid-tier affluent investors (those with $500,000 to $1 […]
In Canada there are more than 86,000 charitable organizations. This guide helps you choose where to give.
By Mark Brown, MoneySense |November 30, 2016
5 min read
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