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Help an elderly woman get her estate in order

A gigantic family comes with gigantic considerations

Couple calculating financial savings on internet

Canadians favour TFSAs over RRSPs

Educate clients so that they don’t fall into any traps

  • February 21, 2019 April 21, 2023
  • 13:00
Senior woman websurfing on digital tablet

Financial sacrifices make it harder for women to save for retirement

Why a plan is critical

  • By: Staff
  • February 21, 2019 April 21, 2023
  • 11:45
Wooden box lined with hay from the chicken eggs

Q4 losses bring DB pensions into the red for 2018: RBC

A survey finds Canadian plans had a -0.7% return last year

  • By: Staff
  • February 5, 2019 February 5, 2019
  • 11:16
Wooden box lined with hay from the chicken eggs

Public pension plans minimizing contribution requirements: report

Using a high discount rate raises the risk that the plan won’t have enough assets

  • By: Staff
  • January 31, 2019 January 31, 2019
  • 14:28
Side view of a serious businessman scrolling on a tablet

Clients have a new retirement risk: regret

A study finds many Canadians are rethinking their decision to retire and trying to return to work

  • By: Staff
  • January 30, 2019 January 30, 2019
  • 11:00

FCA proposal would require guidance for post-retirement investing

The U.K. regulator is concerned too many pension plan members don't properly invest pension assets

  • By: Staff
  • January 28, 2019 January 28, 2019
  • 15:12
Three white eggs in the straw nest

Canadians worried about meeting lofty nest egg goals

Fewer than one in five are confident they can save what they think they'll need

  • By: Staff
  • January 14, 2019 January 14, 2019
  • 12:35
senior couple

Canadian couple working in the U.S. faces retirement risks

These wealthy clients haven’t planned for the future

Stuart Dollar

Canadians working in the U.S. face retirement risks

The situation Gordon Ayade* is a Canadian citizen living in Ann Arbor, Mich. A celebrated psychiatrist, Ayade attended medical school at McMaster University where he…

The Rideau Canal in Ottawa, Canada

C.D. Howe Institute calls for changes to retirement savings rules

A memo to Bill Morneau asks for a higher contribution age and accumulation limit

  • By: Staff
  • November 30, 2018 November 30, 2018
  • 13:08
pension pension or retirement concept with word on business office folder index

Feds consulting on pension deficits and insolvency

Dividend payments, share redemptions and executive compensation packages could be restricted

Should your client consider a copycat annuity?

What to know when commuting a pension

For seniors, divorce can mean emotional but not financial freedom

Divorcing later in life can seriously impact one’s finances

  • By: Sharon Ho
  • October 15, 2018 October 15, 2018
  • 16:43
Arrows leave comfort zone

OSC offers ideas to remove retirement planning barriers

Tactics to triumph over client inertia

  • By: Staff
  • July 27, 2018 September 7, 2018
  • 00:00
Health insurance concept.

Expert confidential: Dr. Arlin Pachet

What to expect in a capacity assessment

Advice for an active senior facing longevity risk

Client who might live to 100 has questions

Canadians underestimate retirement costs: study

Canadians aren’t saving as much for retirement as their global peers and are underestimatimg the costs of retirement, says a report from Schroders. The Global…

  • By: Staff
  • July 11, 2018 September 6, 2018
  • 00:00

CPP: A good bang for the buck?

Evaluating the Canada Pension Plan's value

Are you entitled to a commuted value?

Rules on commuting pensions and how values are calculated

palm youth and adults

Supporting clients with dementia, and their caregivers

Dementia is an overarching term for a set of symptoms

Does your elderly client need dispute resolution?

How such a service works

Casual Loving Husband and Wife Multi Racial Couple Portrait 

Estate planning concerns for a blended family

Couple with kids from previous marriages considers adoption

Help clients design end-of-life plans

Assistance for navigating a tough time

When retirees are overextended by extended family

Unpleasant surprises can await clients who have planned for reduced expenses in retirement