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Top Stories in Retirement

Inflation-proof retirement plans

Choppy economic waters are rocking the retirement boat forcing an ever increasing number of Canadian retirees to return to the workforce. And a higher-than-expected inflation…

Life, Part Two: Helping clients create a vision for life in retirement

Saving and planning for retirement is difficult. We see this difficulty every day in our interactions with clients, friends and family. From saving for a…

Map the road to retirement

For many people moving to canada, retirement’s low on the priority list.

  • By: Katie Keir
  • July 2, 2013 September 6, 2018
  • 06:00

Top 100 pension plans post 2012 growth

The pension industry has struggled over the past few years.

Should clients defer OAS?

New OAS option begins July 1, 2013.

The RRIF rules aren’t unfair

It’s not easy for retirees to convert their RRSP to a RRIF. Rather suddenly, someone who has spent his or her life gathering assets becomes…

Boomers risk straining finances to support adult children

One-in-five boomers admit they’d put their own financial security at risk to help support their adult children, finds a TD study.

  • By: Staff
  • June 24, 2013 September 6, 2018
  • 05:56

Canada needs a national pension strategy

Pensions legislation is failing in Canada.

  • By: Staff
  • June 21, 2013 September 6, 2018
  • 05:59

Retirement risks and strategies

Devising the best possible retirement plan for clients is always top-of-mind for advisors. Use these articles to add to your knowledge of key risks and…

  • By: Staff
  • June 20, 2013 September 6, 2018
  • 05:59

Understanding clients and helping clients understand

The role of a financial advisor is simple. Our primary responsibility is to help clients identify where they are now and where they need to…

6 ways to help cash-strapped retirees

Your client is on the verge of retirement, but you’ve just found out he’s been spending well beyond his means — so much so he…

Know your client’s retirement needs

As fresh market warbles hit worldwide stock indexes, many investors slammed down the brakes—or at least flinched—as their portfolios took a tumble. Most exposed to…

Get your newlywed clients on the same financial page

As the financial quarterback for my clients, it is important that I know about any life event and incorporate it into their financial plan.