When it comes to clients having a happy retirement, a fat nest egg and good health are great places to start. Sometimes, however, an out-of-date…
That desire to have it all is probably no surprise, but other survey findings might be.
Use this list to help your senior clients ensure they claim the most common tax credits, deductions and benefits for which they’re eligible. Read: Essential…
A version of this article originally appeared on BenefitsCanada.com. By the end of January, there will be enough new retirees to fill the Air Canada…
Philip Porado is a Toronto-based business journalist.
The old adage, “Today is the first day of the rest of your life,” is never truer than on a client’s last day on the…
Three in 10 Canadians currently working say they haven’t saved a cent for retirement, finds a poll by Insights West and Credential Financial. The survey…
Susan Goldberg looks at an innovative approach to fostering men's well-being in retirement.
Toronto-based Tricon Capital Group, an investor and asset manager focused on residential real estate, says it’s Tricon Lifestyle Communities venture has bought three manufactured-housing communities…
Several mothers claim he’s the father. What action do they take?
Harsh penalties can be assessed years later
Nearly half of homeowners would be ill-prepared for a personal financial dilemma.
As you’ve no doubt seen in your practice, clients take many different paths to reach retirement. But unless they have a gold-plated pension, many will…
Over time, people don't necessarily get better at managing money; they just make different mistakes.
Susan Goldberg talks about men’s need for meaningful activity in retirement.
50-somethings get answers to pressing questions
Get three perspectives from advisors
Accurate life expectancy data is making financial planning more effective, allowing for a truer estimate of how much clients must save for retirement. Read: Canada’s…
Recent case shows the consequences of not seeking advice
There has been much doom and gloom surrounding the discussion of retirement in Canada recently.
Susan Goldberg examines the fine print of travel insurance policies for Snowbirds.
By 2051, retirees are expected to represent a quarter of Canada’s entire population, and by 2030, roughly 80% of new housing demand will come from…
What clients can learn from Penny Oleksiak and Michael Phelps.
What to do before and when your client can no longer make decisions.
Toronto-based couple is considering moving closer to either set of their elderly parents