DCA helps investors weather the storms of fluctuating prices
Meet the portfolio managers from National Bank Financial
A 25-year-old with a savings plan
With the assent of Bill C-14 in 2016, advisors will increasingly serve clients who choose medical assistance in dying. Here a financial planner, a lawyer and a funeral director discuss working with clients who proactively plan for death.
Prevention and education can significantly reduce the risk of falls. A single fall can derail a carefully planned retirement. Advisors can learn the facts about seniors and falling, and how to make their offices — and their clients’ retirement plans — more resistant to falls.
Emotional, practical and physical factors are often as important as financial ones when it comes to selling the family home
Travelling by private jet is—literally—the height of luxury. A private aircraft lets flyers control their own time (and take full-sized toothpaste tubes in their carry-ons). “You can leave when you want. You have access to more remote locations. You can fit in multiple stops in a single day. There’s no parking, no waiting in line, […]
Occupation Student and retired police officer City Thunder Bay, Ont. Age 65 I’ve been investing since: My mid-40s Portfolio: About $300,000 in an RRIF; a home in Thunder Bay; pensions that net about $95,000 per year; roughly $100,000 worth of vintage and collectible cars and boats; small mortgage on my home. I recently sold a […]
Financial skills are often the first to slip when aging clients suffer cognitive impairments. Advisors can help spot the early signs of cognitive decline and support clients in making valid estate-planning decisions.