Retirement has been redefined in the past few years for your aging clients; most commonly, people are continuing to work into their retirement years. But,…
The average bankrupt Canadian is older and has growing debt.
Nigel Chamberlain (name changed) spent 35 years serving patients in his Calgary psychiatric practice and acting as an expert witness during court proceedings. But he’d…
Karen and Sam have two major objectives: to maintain their current standard of living in retirement and to care for their disabled daughter. They’ve done…
An unfortunate reality today is that some clients are finding themselves without work
Low interest rates are a serious obstacle to funding retirement—you knew that already. The question is, what do we do about it?
In July, a CIBC poll revealed a startling 59% of Canadian retirees are in debt. What’s most concerning is that only two years ago, that…
The number of Canadians expecting to be retired at age 66 has declined by almost 50% in five years, finds Sun Life Financial’s annual Canadian…
The first Canadian baby boomers have hit official retirement age. Some may have retired early and later cohorts will wonder if they can follow suit.…
Business owners often wait far too long to start retirement and succession planning. Karen and Sam need to see a financial planner as soon as…
Ian Adams of ScotiaMcLeod suggests the following timeline.
Canada is a good place to be a financial advisor. A recent international survey of retirement attitudes and realities in different countries found that Canadians…
There are no guarantees with most financial products—but that’s not the case with annuities. Here’s a product that provides stable, secure income for life, eliminating…