Advisor worked at Goldman for 80 years; still working
Alfred Feld started working for Goldman Sachs in 1933 as an office boy.
- By: Staff
- October 16, 2013 September 6, 2018
- 05:59
Top Stories in Retirement
Get the (pension) credit you deserve
Retirees in Canada benefit from a number of tax breaks, one of which is the pension income tax credit. Eligible taxpayers can claim up to…
- By: Dan Bortolotti
- October 15, 2013 April 21, 2023
- 00:00
Chances of retirees running out of money more than 50%
Retirees with a 40% equity, 60% bond portfolio and a withdrawal rate of 4% have a more than 50% chance of running out of money…
- By: Staff
- October 9, 2013 September 6, 2018
- 05:56
What clients find on Google: Estate planning
If clients use search engines to find tips, what are they finding?
- By: Katie Keir
- October 7, 2013 September 6, 2018
- 00:00
Economic
DB pension funding improves in Q3
Canadian defined benefit (DB) pension plans saw a marked improvement in solvency funding in Q3, finds the latest survey by Aon Hewitt.
- By: Staff
- October 2, 2013 September 6, 2018
- 13:08
Estate Planning
Handle U.S. estate tax exposure
If your clients own U.S. securities, their executors may have to pay U.S. estate tax when they die
- By: Margaret O’Sullivan
- October 2, 2013 June 30, 2023
- 05:56
Economic
Canada needs dementia strategy now
Parliamentarian Claude Gravelle says Canada needs a national strategy and he’s pushing for one.
- By: Staff
- September 30, 2013 September 6, 2018
- 10:41
Retirement News
Understanding DB pension plan contributions
Pension sponsors could be contributing improperly to their plans.
- By: Staff, Benefits Canada
- September 30, 2013 December 21, 2022
- 05:56
Economic
U.S. reverse mortgage scheme needs bailout
A U.S. housing agency said Friday it needs a $1.7 billion bailout from the Treasury to cover projected losses in a mortgage programs for seniors.
- By: Staff, with files from The Associated Press
- September 27, 2013 December 21, 2022
- 15:24
Retirement News
CPP reforms won’t help upcoming retirees
The government’s proposed CPP changes would be phased in over 50 years.
- By: Staff, Benefits Canada
- September 25, 2013 December 21, 2022
- 05:59
Investment performance vs. financial planning
Some clients will be out of the door in a hurry if their investment expectations aren’t met. If you have ever experienced even a small…
- By: John Page
- September 23, 2013 September 6, 2018
- 05:56
Dementia to cost Canada $300B
Alzheimer’s disease is the most expensive illness in Canada.
- By: Jessica Bruno
- September 20, 2013 September 6, 2018
- 00:00
Industry News
Manulife starts plan for people near retirement
Manulife Investments has launched Manulife RetirementPlus, designed for people who are between five and 15 years from retirement.
- By: Staff
- September 18, 2013 September 6, 2018
- 12:37