Advisor analysis – Mark Halpern
The first question I would ask Karen and Sam is, “Do you have a will?” With a will, they can name a guardian and structure…
- By: Mark Halpern
- May 2, 2013 April 21, 2023
- 00:00
Top Stories in Retirement
Karen, Sam and Chloe: Retirement Resource Centre Case Study
Karen and Sam are saving for retirement and need to build a legacy for their daughter with a serious disability.
- May 2, 2013 April 21, 2023
- 00:00
A better place to park your clients’ cash
Back in March of 2010, the Canadian Foundation for Advancement of Investor Rights issued a report about the dismal state of money market funds
- By: Dan Bortolotti
- April 30, 2013 April 21, 2023
- 00:00
Boomers lack detailed budget
The prospect of insufficient retirement income keeps most Canadians up at night. But the third annual RBC Retirement Myths and Realities Poll reveals the majority…
- By: Vikram Barhat
- April 29, 2013 September 6, 2018
- 05:55
Best ways to mature RRSPs
Your client wants the highest, most consistent income stream possible.
- By: Francys Brown
- April 24, 2013 September 6, 2018
- 05:55
Industry News
Wealthy Asian households retiring poor
Manulife examines the retirement income, real estate holdings and challenges of elderly households in Asian.
- By: Staff
- April 23, 2013 September 6, 2018
- 08:50
Is an RRSP always worthwhile?
The conventional wisdom within the advisor community is "save, save, save." While this rule is almost always true, low-income clients may pose a slight exception.
- By: Mark Noble
- April 22, 2013 September 6, 2018
- 05:55
Retirement News
Retirement planning for older parents
Women are more likely to have kids in their late 30s than they are in their early 20s. If clients delay parenthood, how does that…
- By: Melissa Shin
- April 18, 2013 September 6, 2018
- 00:11
Big dreams, low risk appetite
A couple asks for help with ambitious retirement goals.
- By: Katie Keir
- April 17, 2013 September 6, 2018
- 05:55
Retirement News
Another tax loophole is closed for income investors
For investors who hold fixed income in non-registered accounts, the combination of low yields and high taxes can easily result in negative returns after inflation.
- By: Dan Bortolotti
- April 16, 2013 September 6, 2018
- 00:00
Retirement News
Investors shouldn’t worry about inflation
Despite reports of rising commodities, investors shouldn’t be overly anxious about inflation, says Luc de la Durantaye of CIBC. There's a major difference between core…
- By: Katie Keir
- April 15, 2013 September 6, 2018
- 05:55
Retirement News
Get involved in client’s pension planning
In the Canadian psyche, the RRSP has become synonymous with retirement. So much so, that most folks forget to factor in other sources of pension,…
- By: Kanupriya Vashisht
- April 10, 2013 September 6, 2018
- 05:55
Retirement News
Drawing down
If you’re wondering what’s in the retirement market for you as a financial advisor, the answer is: Plenty.
- By: Daryl Diamond
- April 8, 2013 September 6, 2018
- 05:55