Currency risk in a retirement portfolio
In late January, the loonie flirted with $0.90 USD, its lowest level since the summer of 2009. For retirees who spend time in the US…
- By: Dan Bortolotti
- February 3, 2014 April 21, 2023
- 00:00
Top Stories in Retirement
When fear gives way to greed
Warren Buffett famously advised investors to be greedy when others are fearful, and fearful when others are greedy. Of course, the reason this strategy is…
- By: Dan Bortolotti
- January 28, 2014 April 21, 2023
- 00:00
Retirement News
Preventing POA abuses
When presented with a POA document, Harold Geller, a civil litigator with Ottawa-based Doucet McBride LLP, says advisors should focus on a few basics.
- By: Risha Gotlieb
- January 27, 2014 September 6, 2018
- 05:55
Retirement News
Dealing with POA abuse
Government stats estimate as many as 10% of seniors are victimized by elder abuse.
- By: Risha Gotlieb
- January 22, 2014 September 6, 2018
- 05:55
Boomers remain shaken by 2008 rout
In broad strokes, boomers have spent much of their lives embracing risk. This generation was one of the most entrepreneurial, allowing many to accumulate substantial…
- By: Staff
- January 20, 2014 September 6, 2018
- 05:55
Investors turning to the web for RRSPs
With RRSP season in full swing, it’s likely most clients are scheduling meetings with their advisors. But not all—a healthy number of RSP contributors are…
- By: Bryan Borzykowski
- January 15, 2014 September 6, 2018
- 05:55
Retirement News
Global equity appeal stronger than ever
Low interest rates. Longer lifespans. Slow economic growth. A government that’s tightening its belt. Are the retirement challenges of the New Year—and plenty of years…
- By: Sadiq S. Adatia
- January 14, 2014 July 13, 2023
- 00:00
Retirement News
Stress-testing a will
Under the law, a person drawing up a will is free to make whatever will he or she wants to make. But while a person…
- By: Daniel J. Dochylo
- January 13, 2014 September 6, 2018
- 05:55
Hadfield’s astronomically busy retirement
Retirement doesn't mean successful clients need to slow down. Take Canadian astronaut Chris Hadfield, who retired from space exploration in 2013.
- By: Staff
- January 10, 2014 September 6, 2018
- 00:00
Retirement News
Retirement still not a high priority — are advisors to blame?
With every RRSP season comes another survey stating that Canadians still aren’t planning for retirement
- By: Bryan Borzykowski
- January 8, 2014 September 7, 2018
- 00:00
Retirement News
Participating insurance works for retirees
Fewer life insurance companies selling participating insurance now than there were 30 years ago.
- By: Helena Smeenk Pritchard
- January 6, 2014 September 6, 2018
- 05:55
Retirement News
Estate planning for wealthy seniors
Josef is a 90-year-old widower with three children, six grandchildren and two great-grandchildren
- By: Lisa MacColl
- January 2, 2014 September 6, 2018
- 05:55
Advisor analysis – Bruce Campbell
Advisors have the ultimate responsibility of knowing the client and determining whether any particular investment product may be suitable for them. As a Sun Life…
- By: Bruce Campbell
- January 2, 2014 April 21, 2023
- 00:00