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Ontario mulls a public pension plan

Canada’s largest province is thinking about becoming the first to create its own pension plan, reports the Globe and Mail.

  • By: Staff
  • October 16, 2013 September 6, 2018
  • 14:27

Advisor worked at Goldman for 80 years; still working

Alfred Feld started working for Goldman Sachs in 1933 as an office boy.

  • By: Staff
  • October 16, 2013 September 6, 2018
  • 05:59

Get the (pension) credit you deserve

Retirees in Canada benefit from a number of tax breaks, one of which is the pension income tax credit. Eligible taxpayers can claim up to…

Chances of retirees running out of money more than 50%

Retirees with a 40% equity, 60% bond portfolio and a withdrawal rate of 4% have a more than 50% chance of running out of money…

  • By: Staff
  • October 9, 2013 September 6, 2018
  • 05:56

What clients find on Google: Estate planning

If clients use search engines to find tips, what are they finding?

  • By: Katie Keir
  • October 7, 2013 September 6, 2018
  • 00:00

DB pension funding improves in Q3

Canadian defined benefit (DB) pension plans saw a marked improvement in solvency funding in Q3, finds the latest survey by Aon Hewitt.

  • By: Staff
  • October 2, 2013 September 6, 2018
  • 13:08

Handle U.S. estate tax exposure

If your clients own U.S. securities, their executors may have to pay U.S. estate tax when they die

Canada needs dementia strategy now

Parliamentarian Claude Gravelle says Canada needs a national strategy and he’s pushing for one.

  • By: Staff
  • September 30, 2013 September 6, 2018
  • 10:41

Understanding DB pension plan contributions

Pension sponsors could be contributing improperly to their plans.

U.S. reverse mortgage scheme needs bailout

A U.S. housing agency said Friday it needs a $1.7 billion bailout from the Treasury to cover projected losses in a mortgage programs for seniors.

CPP reforms won’t help upcoming retirees

The government’s proposed CPP changes would be phased in over 50 years.

Investment performance vs. financial planning

Some clients will be out of the door in a hurry if their investment expectations aren’t met. If you have ever experienced even a small…

  • By: John Page
  • September 23, 2013 September 6, 2018
  • 05:56

Dementia to cost Canada $300B

Alzheimer’s disease is the most expensive illness in Canada.

Manulife starts plan for people near retirement

Manulife Investments has launched Manulife RetirementPlus, designed for people who are between five and 15 years from retirement.

  • By: Staff
  • September 18, 2013 September 6, 2018
  • 12:37

Canadians won’t meet retirement goals

While 56% of investors believe their savings will need to last at least 25 years in retirement, many lack a plan.

  • By: Staff
  • September 18, 2013 September 6, 2018
  • 05:56

5 golden rules of retirement planning

Don’t let your client live longer than his money

  • By: Kris Ullman
  • September 16, 2013 September 6, 2018
  • 05:56

Defined contribution pensions struggling

The latest DC retirement index from Towers Watson shows a slight increase in monthly pension, from a low of 13.4% of monthly wages in November…

  • By: Staff
  • September 11, 2013 September 6, 2018
  • 10:18

Workers’ retirement savings falling short

The majority of Canadians are nowhere near reaching their retirement goals, finds a survey by the Canadian Payroll Association released today.

  • By: Staff
  • September 11, 2013 September 6, 2018
  • 09:25

Eldercare: Engaging the softer side

Patty Randall understands that caring for an elder loved one is no small task

Longer life spans threaten pensions

It’s official — not only are Canadians getting older, they’re also living longer

  • By: Staff
  • September 9, 2013 September 10, 2018
  • 05:56

Pension assets flat in Q2: RBC

Pension assets remained unchanged during the second quarter of 2013, as a spike in interest rates in June negated advances in April and May.

  • By: Staff
  • September 4, 2013 September 6, 2018
  • 05:56

Famed astronaut returns to Canada

The majority (82%) are content with their current lifestyles, and a third have too many activities and too little time, finds a study by BMO…

Advisor analysis – Lee Helkie

It would be prudent to see a complete summary of Mike and Gary’s assets—it matters where their $3 million in RRSPs is invested because if…

  • By: Lee Helkie
  • September 3, 2013 April 21, 2023
  • 00:00

Taking a longer view

It might help to get some inspiration from pension funds—after all, a client’s retirement portfolio is just a type of personal pension plan designed to…

Protect your business and legacy

Anxious about the future of your business? Then take steps to protect your legacy.

  • By: Staff
  • August 28, 2013 September 6, 2018
  • 08:27