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- The Financial Consumer Agency of Canada offers these tips
- A BMO Nesbitt Burns survey finds most Canadians fail to consider tax implications when investing
- CIBC’s Jamie Golombek offers expert tips and strategies to help Canadians reduce the taxes
- Consider some straightforward tips and strategies to help minimize the amount of 2011 income tax payable
- Special Feature
Report on RRSPs
From the Mid-November 2011 issue of Investment Executive newspaper - Special Feature
Walking the tax tightrope
From the Mid-October 2011 issue of Investment Executive: Guiding clients through the many benefits available to them - Article
When seniors divorce
Breaking up is harder for retired clients - Article
A divorce checklist
Being a voice of calm advice can solidify relationships - However as Canadians near retirement, their optimism in reaching their savings goals for retirement drops
- Peter Drake, VP of retirement and economic research with Fidelity Investments Canada, will review the ways to mitigate key risks such as inflation, longevity, unsuitable asset allocation and withdrawal rates, and expensive health care.