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Keyword: Retirement

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I focus all my energy on what I can control and don’t stress about the rest.

The countdown is on for your clients to make an RRSP contribution for the 2011 tax year, but shaky markets and economic uncertainty have left many skittish about locking up their available cash.

  • By: Staff
  • February 13, 2012 August 21, 2018
  • 00:00

Talking about retirement planning on Valentine’s Day seems a bit like wearing a Savile Row bespoke, silk pocket square and all, to a beach party. But judging by BMO Financial Group’s second Annual Valentine’s Day Retirement Study, it may not be a bad idea.

Much has been made of the trillion dollar wealth transfer expected to take place over the coming 20 years, as the accumulated assets of the massive boomer generation is handed down to their children. But the expectations of those heirs may be quite inflated, according to a survey by Investors Group.

  • By: Staff
  • February 8, 2012 August 21, 2018
  • 14:17

The list of detractors of reverse mortgage has another name added to it: David Chilton, otherwise known as ‘the wealthy barber’, after the title of this famous book on personal finance.

Canadians are increasingly concerned about securing a reliable source of income for retirement, according to the results of the most recent Russell Financial Health Index (RFHI).

  • By: Katie Keir
  • January 30, 2012 August 21, 2018
  • 00:00

Canadians in their 40s admit that they are not properly preparing for retirement and a shocking percentage haven't even opened an RRSP yet.

  • By: Katie Keir
  • January 25, 2012 August 21, 2018
  • 12:25

The services of Canada’s financial advisors are desperately needed, judging by a recent survey. More than half of Canadians (58%) don't feel financially prepared for retirement, according to a poll conducted on behalf of ING Direct.

  • By: Staff
  • January 24, 2012 August 21, 2018
  • 13:53

One of the difficult decisions that must be made at the start of retirement is how to create lifelong income for your client

  • By: Jim Otar
  • January 23, 2012 August 21, 2019
  • 14:45

Battered financial markets and anaemic economic growth have forced Canadians to make debt management, not retirement, the primary focus of financial planning. It’s little surprise that nearly half of Canadians say they are not financially prepared for their retirement, according to a new CIBC poll.