Planning – Advisor's Edge

One-fifth of young boomers have zero retirement savings

Grant McIntyre — Wed, 08 May 2019 18:09:03 +0000

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

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CIBC poll finds 63% of Canadians view tax refunds as an unexpected ‘windfall’

gregdalgetty — Thu, 04 Apr 2019 15:33:27 +0000

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

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Help single clients plan for retirement

Jean-Marc Jutras — Tue, 23 Jan 2018 10:05:32 +0000

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

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Can your client afford an 18-month parental leave?

Jean-Marc Jutras — Thu, 18 Jan 2018 12:25:47 +0000

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. […]

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FPSC agrees with advisor title restrictions

Jean-Marc Jutras — Mon, 03 Oct 2016 09:27:32 +0000

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

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Not your grandmother’s retirement living

Jean-Marc Jutras — Thu, 22 Sep 2016 12:29:12 +0000

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 […]

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Try this tax change calculator

Jean-Marc Jutras — Tue, 06 Sep 2016 11:08:33 +0000

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

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Strange insurance coverage that actually exists

Jean-Marc Jutras — Thu, 01 Sep 2016 11:43:44 +0000

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

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FPSC creates additional oversight for standards

Jean-Marc Jutras — Thu, 11 Aug 2016 11:55:17 +0000

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

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FPSC, IQPF update Projection Assumption Guidelines

Jean-Marc Jutras — Tue, 12 Jul 2016 08:42:45 +0000

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

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