Latest news in 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.

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

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,…

Drawing down

If you’re wondering what’s in the retirement market for you as a financial advisor, the answer is: Plenty.

10 questions to ask biz-owner clients

10 questions they should be asking you.

Canadian social security appeal tribunals merged

In the past, appeals over social security funding were divided between four separate tribunals.

  • By: Staff
  • April 1, 2013 September 6, 2018
  • 11:15

Expert argues boomers ready to retire

It may not have been what you would expect from a discussion panel entitled Influencing the Need for Retirement Savings, but one human resource expert…

  • By: Mark Noble
  • April 1, 2013 September 6, 2018
  • 05:55

Avoid overrated investments

Six wealth managers reveal where not to waste your money

Help aging clients find work, protect wealth

Many Canadians will work longer than expected, but they may have to overcome hurdles.

  • By: Staff
  • March 25, 2013 September 6, 2018
  • 11:21

Ottawa pushes for PRPP implementation

Ottawa is pushing the provinces to move forward on PRPPs.

  • By: Staff
  • March 25, 2013 September 6, 2018
  • 10:45

Retire young with a pension

By the age of 63 most Canadians have pulled in their shingle and pulled out their armchairs, but as many as one-fifth of Canadians with…

  • By: Mark Brown
  • March 25, 2013 September 6, 2018
  • 05:55

U.S. real estate is still a bargain

For an investment property, look no further than the Southeastern U.S.

  • By: Phil Wood
  • March 20, 2013 September 6, 2018
  • 06:00

Applying OAS for rich clients

Tax implications of pension plan are still relevant for the rich.

Advisor analysis – Frank Wiginton

First, Reza and Shadan are from Iran so I would ask if they have any religious restrictions around earning or paying interest. They have a…

Are you living off income or cash flow?

Ask a group of retirees what they want from their investments and they’re likely to give the same answer: income.

Entrepreneurs working without a plan

Whether it’s a lack of sufficient retirement funds or simply enjoying their jobs, more Canadians are staying in the workforce after age 65.

  • By: Staff
  • March 13, 2013 September 6, 2018
  • 05:55

Women won’t wait for retirement to finance dreams

Women are allocating their time, money and energy to both traditional investments like real estate, but also personal causes related to family, themselves and the…

  • By: Staff
  • March 8, 2013 September 6, 2018
  • 00:00

Canada vs. the U.S: Does our retirement funding stack up?

How does Canada's current public retirement system stack up against the U.S.'s?

How much retirement income do you really need?

Determining how much income you’ll need in retirement has always been difficult, and it’s still common to rely on rules of thumb.

Advising the wealthy retiree

I recently had some interesting conversations about retirement with affluent boomers who were vacationing at the same resort I was visiting.

Advisor Analysis – Tina Tehranchian

I need to know the income this couple is targeting at retirement—what they’re spending now, what they expect to spend in retirement and their survivor…

B.C. tables PRPP legislation

The Government of British Columbia is introducing legislation for PRPPS.

  • By: Staff
  • March 1, 2013 September 6, 2018
  • 13:55

Majority of Canadians made RRSP contributions

More than half of Canadians (63%) made or will make an RRSP contribution by the deadline.

  • By: Staff
  • March 1, 2013 September 6, 2018
  • 13:43

Clients will exhaust retirement savings early

Two out of ten Canadians over 50 (19%) have failed to track their retirement savings.

  • By: Staff
  • February 25, 2013 September 6, 2018
  • 10:19

8 reasons to retire in Canada

Many Canadians say bad economic news has them discouraged about retirement, said Fidelity Investment’s Peter Drake. Advisors need to help clients put macroeconomic issues into…