Life goes by so fast. Believe it or not but the oldest of the Baby Boomers are set to turn 65 in 2011. This will trigger the beginning of a rising wave of retirements that will peak within the next two decades. This global trend towards retirement is even more significant in Canada where the […]
This Advisor.ca Special Report is sponsored by: Left to their own wits, employees often exercise the same acuity in investing as they do in boosting their favourite hockey team. The stakes are chump change in a hockey pool. With a retirement fund, however, they are the stakes of a lifetime. With a defined benefit pension […]
This Advisor.ca Special Report is sponsored by: As a financial planner and actuary, William Jack has seen the future. Depending on how the boomers manage and spend what they’ve accumulated the picture ranges from grim to not bad. “One man told his children, ‘I plan to spend the last penny on the day I die […]
This Advisor.ca Special Report is sponsored by: A Group RRSP represents an item on your client’s balance sheet that can’t be ignored. Contributions, investments and performance of this account all play a part in your client’s overall financial plan, and ultimately in your relationship. Free money is a good thing For many, this salient point […]
In Canada, when an individual dies, he or she is deemed to have sold their assets just before death – a sale that generally results in tax payable by the deceased’s estate. For non-registered assets such as personally held stocks, bonds, mutual funds and recreational real estate, the tax is generally based on the difference […]
| North American markets | International markets | Bonds | Currency | Commodities | The Toronto stock market could start Friday lower as commodity prices pull back and investors take in better than expected earnings from General Electric and Google. The Canadian dollar was down 0.29 of a cent to 94.82 cents US early Friday […]
The key to reaching your marketplace with your message is to speak its language — not yours. The new wealth advisor understands that a client-centred approach also means client-centred language. That’s tough for many advisors who feel that they are best able to show their intelligence and professionalism by using jargon and advisor-speak. Every day, […]