The CPP Fund ended its fiscal year on March 31, 2013 with net assets of $183.3 billion.
Very few Canadians with a financial plan have considered how events such as a disability, the death of a spouse or partner, or divorce could affect their lifestyle and financial situation, reveals a new report by the BMO Wealth Institute. Read: Kids need life insurance, too The study, ‘The Biggest Life Events That Can Derail […]
My family doctor would make a fantastic financial advisor. He tells me what I need to hear, not what I want to hear. That’s what most clients want from their financial advisors.
As clients live longer, so must their savings.
Ian Adams of ScotiaMcLeod suggests the following timeline.
Three vice-chairpersons have been appointed to the new Social Security Tribunal.
Canada is a good place to be a financial advisor. A recent international survey of retirement attitudes and realities in different countries found that Canadians are reasonably open to suggestions about retirement and estate planning. The poll also illuminated a couple of areas of concern that smart advisors might do well to capitalize on.
The prospect of insufficient retirement income keeps most Canadians up at night. But the third annual RBC Retirement Myths and Realities Poll reveals the majority of boomers can’t wait to retire.
The majority of older Canadians are unaware of the costs associated with long-term care and few are financially prepared to cover expenses, finds a survey by The Canadian Life and Health Association (CLHIA). The study, which polled Canadians aged 60 plus, shows 56% of respondents aren’t familiar with the costs of long-term care in their […]
Your client wants the highest, most consistent income stream possible.