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Keyword: Planning

20 results found
Small white piggy bank sitting on a layer of Canadian twenties bills with a dollar coin (loonie) dropping inside.

Franklin Templeton study finds 46% of this group would consider postponing retirement

  • By: Staff
  • May 8, 2019 June 27, 2019
  • 14:09
8 ways to lower taxes

Refunds are indicative of poor tax planning, according to CIBC’s Jamie Golombek

  • By: Staff
  • April 4, 2019 April 4, 2019
  • 11:33

47% of those planning to retire solo are worried they'll outlive their retirement savings. Here are some tips.

  • By: Staff
  • January 23, 2018 August 21, 2018
  • 10:05

When Ottawa announced changes to EI parental leave benefits last year that will allow new mothers to receive benefits for 18 months, Heather Wilson was excited about the possibility of spending more time with her baby. But after digging into the changes, Wilson and her husband are probably going to stick with the 12-month option. […]

FPSC suggested the title “representative” could be used for some professionals who haven’t received financial planning proficiencies.

  • By: Staff
  • October 3, 2016 August 21, 2018
  • 09:27

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 people entering retirement, according to a Conference Board of Canada report covered by sister publication Canadian Business. Read: Advisors enhance retirees’ happiness And that new housing won’t look like your […]

  • By: Staff
  • September 22, 2016 September 6, 2018
  • 12:29

Your clients might be interested in the Parliamentary Budget Officer's handy Budget 2016 tax calculator.

  • By: Staff
  • September 6, 2016 August 21, 2018
  • 11:08

Have your clients ever asked about an insurance policy covering a zombie outbreak? Or identity theft?

  • By: Staff
  • September 1, 2016 August 21, 2018
  • 11:43

The FPSC has created a new independent panel to oversee its financial planning standards.

  • By: Staff
  • August 11, 2016 August 21, 2018
  • 11:55

The guidelines aid planners in making medium- and long-term financial projections free from potential biases or predispositions, says a release.

  • By: Staff
  • July 12, 2016 August 21, 2018
  • 08:42