Accumulating a hefty retirement fund isn’t a piece of cake in today’s world. But as this month’s round-up makes clear, sometimes clients are their own…
Cancer diagnosis means a client needs to fast-track her decision on whom to leave the land to—and how.
With half a million baby boomers turning 65 every year in Canada, the government could look at cutting seniors' price breaks.
These days, retirement doesn’t necessarily mean spending hours on a golf course or trekking around the world. People want to do other things with their…
The Ontario legislature passed a bill to create the Ontario Retirement Pension Plan.
“Nothing is certain but death and taxes.” That old saying – initially attributed to Benjamin Franklin – is truer than ever. But perhaps even worse…
For many couples, their home is their largest asset. What they may not realize is that asset could represent a significant investment risk as they…
Bryan Borzykowski, Toronto-based business journalist, weighs in on how to keep more money in your clients’ pockets.
But the vast majority admit their plans are informal.
Learn how a wealthy couple can get their kids to take financial responsibility
Few of us aim to starve in our 30s only to splurge in our golden years, or vice versa. How much to save and spend…
Advisors and other professionals interacting with seniors can help identify suspected incidents of elder abuse.
If you're telling clients they'll need 75% to 85% of their current income to have a good retirement, they may be saving too much.