When a client loses a spouse
Few situations are more difficult for an advisor than when a client loses a cherished partner.
- By: Dan Bortolotti
- August 20, 2013 April 21, 2023
- 00:00
Top Stories in Retirement
Advisor analysis – Brenda Hiscock
If Mike and Gary want to continue with a lavish lifestyle into the future, I suggest they cut back a bit for the remainder of…
- By: Brenda Hiscock
- August 19, 2013 April 21, 2023
- 00:00
What clients find on Google: Retirement tips
Clients depend on you when building savings, but they also seek online tips.
- By: Katie Keir
- August 19, 2013 September 6, 2018
- 00:00
Don’t whiff on RRIFs
Longer life spans mean retirees must do more with less.
- By: Dean DiSpalatro
- August 14, 2013 September 10, 2018
- 05:59
Retirement News
Transitioning best practices (Part 2)
Find out more
- By: Cindy Jenner Cowan
- August 7, 2013 September 6, 2018
- 06:00
Advisor analysis – Dean Owen
If Mike and Gary were new clients, I would start by congratulating them: $1.5 million in RRSPs doesn’t come overnight. They had to start at…
- By: Dean Owen
- August 6, 2013 April 21, 2023
- 00:00
Mike and Gary: Retirement Resource Centre Case Study
Mike and Gary have high incomes and high expenses – can they rein in spending in time to live their desired retirement lifestyle?
- August 6, 2013 April 21, 2023
- 00:00
Retirement News
Exit planning: Building your own retirement plans (Part 1)
When it comes to retirement, advisors are the first to tell their clients how important it is to plan
- By: Cindy Jenner Cowan
- July 31, 2013 September 6, 2018
- 06:00
Retirement News
Kicking the bucket strategy
Certain retirement strategies have major flaws.
- By: Jim Otar
- July 25, 2013 September 6, 2018
- 00:00
Do your clients know your value?
At a June 7 roundtable held by the Ontario Securities Commission, investor advocates took aim at embedded compensation
- By: Dan Bortolotti
- July 23, 2013 April 21, 2023
- 00:00
Great rotation into fixed income coming
Every day, more than a thousand Canadian boomers turn 65. The trend is expected to continue for the next 17 years.
- By: Vikram Barhat
- July 17, 2013 September 6, 2018
- 05:56
Retirement News
Wealthy clients have debt, too
Take a look at this case study
- By: Lisa MacColl
- July 15, 2013 September 6, 2018
- 08:27
Retirement News
Rethinking risk aversion
Studies say female investors are more risk-averse than men. But how accurate are the findings today?
- By: Deanne Gage
- July 10, 2013 September 6, 2018
- 05:56