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TFSAs reduce retirement income risk

Retirement is idealized in advertisements as a time of comfort and leisure.

Being rich is not a retirement plan

At first, the phrase high-net-worth retirement planning seems almost a contradiction in terms. After all, once you've accumulated $1-million in investible assets, a comfortable retirement…

When a client loses a spouse

Few situations are more difficult for an advisor than when a client loses a cherished partner.

Advisor analysis – Brenda Hiscock

If Mike and Gary want to continue with a lavish lifestyle into the future, I suggest they cut back a bit for the remainder of…

What clients find on Google: Retirement tips

Clients depend on you when building savings, but they also seek online tips.

  • By: Katie Keir
  • August 19, 2013 September 6, 2018
  • 00:00

Don’t whiff on RRIFs

Longer life spans mean retirees must do more with less.

Transitioning best practices (Part 2)

Find out more

Advisor analysis – Dean Owen

If Mike and Gary were new clients, I would start by congratulating them: $1.5 million in RRSPs doesn’t come overnight. They had to start at…

  • By: Dean Owen
  • August 6, 2013 April 21, 2023
  • 00:00

Mike and Gary: Retirement Resource Centre Case Study

Mike and Gary have high incomes and high expenses – can they rein in spending in time to live their desired retirement lifestyle?

  • August 6, 2013 April 21, 2023
  • 00:00

Exit planning: Building your own retirement plans (Part 1)

When it comes to retirement, advisors are the first to tell their clients how important it is to plan

Kicking the bucket strategy

Certain retirement strategies have major flaws.

  • By: Jim Otar
  • July 25, 2013 September 6, 2018
  • 00:00

Do your clients know your value?

At a June 7 roundtable held by the Ontario Securities Commission, investor advocates took aim at embedded compensation

Great rotation into fixed income coming

Every day, more than a thousand Canadian boomers turn 65. The trend is expected to continue for the next 17 years.

Wealthy clients have debt, too

Take a look at this case study

Rethinking risk aversion

Studies say female investors are more risk-averse than men. But how accurate are the findings today?

Inflation-proof retirement plans

Choppy economic waters are rocking the retirement boat forcing an ever increasing number of Canadian retirees to return to the workforce. And a higher-than-expected inflation…

Life, Part Two: Helping clients create a vision for life in retirement

Saving and planning for retirement is difficult. We see this difficulty every day in our interactions with clients, friends and family. From saving for a…

Map the road to retirement

For many people moving to canada, retirement’s low on the priority list.

  • By: Katie Keir
  • July 2, 2013 September 6, 2018
  • 06:00

Top 100 pension plans post 2012 growth

The pension industry has struggled over the past few years.

Should clients defer OAS?

New OAS option begins July 1, 2013.

The RRIF rules aren’t unfair

It’s not easy for retirees to convert their RRSP to a RRIF. Rather suddenly, someone who has spent his or her life gathering assets becomes…

Boomers risk straining finances to support adult children

One-in-five boomers admit they’d put their own financial security at risk to help support their adult children, finds a TD study.

  • By: Staff
  • June 24, 2013 September 6, 2018
  • 05:56

Canada needs a national pension strategy

Pensions legislation is failing in Canada.

  • By: Staff
  • June 21, 2013 September 6, 2018
  • 05:59

Retirement risks and strategies

Devising the best possible retirement plan for clients is always top-of-mind for advisors. Use these articles to add to your knowledge of key risks and…

  • By: Staff
  • June 20, 2013 September 6, 2018
  • 05:59

Understanding clients and helping clients understand

The role of a financial advisor is simple. Our primary responsibility is to help clients identify where they are now and where they need to…