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Ontario Retirement Pension Plan becomes law

The Ontario legislature passed a bill to create the Ontario Retirement Pension Plan.

  • By: Staff
  • April 29, 2015 September 6, 2018
  • 00:00

Clients worry about outliving cash

“Nothing is certain but death and taxes.” That old saying – initially attributed to Benjamin Franklin – is truer than ever. But perhaps even worse…

Is a home a nest egg or an investment risk?

For many couples, their home is their largest asset. What they may not realize is that asset could represent a significant investment risk as they…

Taking tax savings

Bryan Borzykowski, Toronto-based business journalist, weighs in on how to keep more money in your clients’ pockets.

Half of business owners have a transition plan

But the vast majority admit their plans are informal.

  • By: Staff
  • March 27, 2015 September 6, 2018
  • 11:11

Too much generosity can spoil children

Learn how a wealthy couple can get their kids to take financial responsibility

How your clients can live the retirement of their dreams

Few of us aim to starve in our 30s only to splurge in our golden years, or vice versa. How much to save and spend…

Learn the signs of elder abuse

Advisors and other professionals interacting with seniors can help identify suspected incidents of elder abuse.

  • By: Staff
  • March 18, 2015 September 6, 2018
  • 00:00

Your clients may be saving too much

If you're telling clients they'll need 75% to 85% of their current income to have a good retirement, they may be saving too much.

  • By: Staff
  • March 4, 2015 September 6, 2018
  • 10:05

So long second home

With housing prices so high, many retirees can’t afford to buy the condo they’ve always wanted.

A global view: how clients around the world are feeling about their retirement and investments

Falling oil prices. Political unrest. The debt crisis in Europe. The world looks like a scary place right now for retirees who rely on their…

Advisor analysis – Yogesh Bansal

Doug and Jeff are a typical example of clients who have been burned by investments in the past. They want to play it safe now.

Almost half of boomers don’t retire when planned

Forty percent of boomers had an unexpected retirement date, according to a BMO Wealth Institute report.

  • By: Staff
  • February 5, 2015 September 6, 2018
  • 00:00

Covering the clawback

OAS is not a guaranteed payment. Here’s how the clawback works.

Canadians plan to work during retirement

More than one-third of people aged 18-64 plan to work part-time during retirement, finds a TD survey.

  • By: Staff
  • February 3, 2015 September 6, 2018
  • 09:57

Advisor analysis – Kenneth Stratton

Investing in the restaurant business is not for the faint of heart. Start-up restaurants have a high failure rate.

How to prep a business for sale

When it comes to selling a client’s business, timing matters.

Make way for centenarians

If clients aren’t prepared to live past age 90, they risk running out of money

  • By: Katie Keir
  • January 16, 2015 June 6, 2022
  • 05:59

Advisor analysis – Richard Price

On the surface, Doug and Jeff seem to be on track to meet their goal of retiring in about 15 years, but some tweaking of…

Doug and Jeff: Retirement Resource Centre Case Study

A venture gone wrong leaves this Vancouver couple risk-averse about investing. They’re now clinging to GICs.

The right time to rebalance

As the year comes to a close, now’s the time to get your clients’ asset mixes back to where they’re supposed to be.

A look ahead: Where should people put their money in 2015?

Despite what’s happened over the past month, it’s generally been a good year for Canadian markets. Oil prices may have fallen to sub-$70 levels, but…

How to tax-loss harvest

What to do with capital gains or losses

Seniors worried their savings won’t last

More than a third of Canadians aged 65 or older are concerned their retirement plan might not be sufficient to cover a longer retirement, shows…

  • By: Staff
  • December 10, 2014 September 6, 2018
  • 00:00

Hot topic: Dealing with longevity risk

When clients transition from their “saving years” to having to live off their assets, they face a number of new risks. Primary among them is…