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Understand PoA requirements

Getting it right will spare your clients headaches down the road.

  • By: Darren Lund
  • December 24, 2013 September 6, 2018
  • 05:55

One Canadian retirement advantage

Nearly 44 million Americans go without health insurance, according to the latest set of statistics from the Centers for Disease Control in Atlanta. Think about…

Faceoff: Mind your mortgage

More Canadians will retire with lingering home loans.

What can Canada learn from Australia’s pension reforms?

As Canadian politicians debate changes to the CPP, Australia has expanded pension coverage while reducing strain on government pension spending.

  • By: Staff
  • December 16, 2013 September 6, 2018
  • 00:00

Why are more seniors living with their children?

Some seniors are financially supporting their adult children, and this is cause for concern because these clients might run out of money in retirement.

What to consider before appointing a PoA

An increasing number of baby boomers are now living nine to 11 years past the time they’re considered healthy.

  • By: Staff
  • December 9, 2013 September 6, 2018
  • 05:55

Dealing with the big draw down

Financial advisors spend decades helping clients accumulate wealth, knowing that eventually those clients will draw down their portfolio to finance retirement years. Keeping that client…

A gov’t delay may be hurting your clients’ pensions

Your clients’ CPP cheques may be a few dollars short because of a lag in information sharing between two federal departments, reports the Toronto Star.

  • By: Staff
  • November 29, 2013 September 6, 2018
  • 09:31

The rebalancing act

What a remarkable year 2013 has been for investors. As of late November, the global equity markets (as measured by the MSCI World Index) were…

When there’s no will

Here’s what to do when your client’s parents dies intestate

  • By: John Lorinc
  • November 27, 2013 September 6, 2018
  • 06:00

Betting the house on retirement

Canadians been told time and time again that, at the very least, their goal should be to retire debt-free. Many are struggling to pay off…

  • By: Staff
  • November 25, 2013 September 6, 2018
  • 00:00

Low rates squeeze Canadian pensions

Canadian pensions are at risk due to long-term low interest rates.

  • By: Staff
  • November 21, 2013 September 6, 2018
  • 10:01

Teachers’ pension plan to acquire popular UK cookie maker

The Ontario Teachers' Pension Plan has agreed to acquire Burton's Biscuit Company, a major player in the UK biscuit market, the pension says.

  • By: Staff
  • November 18, 2013 September 6, 2018
  • 10:42

Faceoff: Saving for retirement

This month’s Faceoff is all about what clients need to save for retirement. Mary Chan and Janet Freedman are the featured participants.

  • By: Deanne Gage
  • November 18, 2013 December 8, 2022
  • 05:55

Analyzing 3 common bucket strategies

I read an article that suggested more than half of advisors use some form of bucket strategy. But popularity isn’t always a sign of effectiveness.

  • By: Jim Otar
  • November 18, 2013 September 6, 2018
  • 00:00

John and Leslie: Retirement Resource Centre Case Study

John and Leslie have worked hard to build a substantial investment portfolio - what can they do to maintain their lifestyle in retirement and help…

  • November 15, 2013 April 21, 2023
  • 00:00

Advisor analysis – David Myers

It would be interesting to know whether John and Leslie acquired the non-registered savings by way of inheritance or personal savings. Based on incomes and…

  • By: David Myers
  • November 15, 2013 April 21, 2023
  • 00:00

When cohabitation agreements are inadequate

When retirees move in together, they need to consider how they'll handle end-of-life issues.

Hot topic: The role of mutual funds in a retirement income plan

The financial crisis of 2008 has caused some client hesitation around market-based investments. Yes, they offer good growth opportunities but what about the risks? In…

  • November 11, 2013 April 21, 2023
  • 00:00

Help retired clients avoid high-pressure sales tactics

Retirees often fall victim to scams and high-pressure sales tactics since as a group, they’re one of the few willing to listen to the telemarketers’…

  • By: Al Emid
  • November 6, 2013 September 6, 2018
  • 00:00

Reliable retirement income streams

Retirement may be the new 40, some advertisers suggest: Retirees are only as old as they feel, and the world is their oyster.

  • By: Scot Blythe
  • November 4, 2013 September 6, 2018
  • 05:55

Advisors can do more to help their clients relax in retirement

Retirement is meant to be the time in life when people finally get to relax, yet concerns about pension security, market volatility and scandals have…

  • By: Al Emid
  • October 30, 2013 September 6, 2018
  • 00:00

Turning asset allocation on its head

Among all the principles of retirement planning, perhaps none is more fundamental than the idea that a portfolio should become less risky as the client…

Appointing guardians for adults

How the process works

The whole picture: Understanding the needs of aging clients

As a financial advisor, you spend a great deal of time looking after your clients’ financial well-being and making sure they have adequate resources for…