Half of working-age women worry they won’t have enough in retirement
43% of men have the same concern
Top Stories in Building Your Business
CFIB finds Service Canada call centres lacking
A study gave the service small business owners receive a B-
- By: IE Staff
- January 8, 2019 January 8, 2019
- 12:16
CRA updates child-related tax folios
Revised folios provide tax guidance for clients who are parents, students or parents of students
- By: Melissa Shin
- December 17, 2018 December 31, 2018
- 13:00
Newly wealthy clients need help with shifting priorities
Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity
- By: Michelle Schriver
- December 10, 2018 December 31, 2018
- 12:30
FPSC unveils new FP Canada details, introduces QAFP designation
Newly created division will deliver professional education programs and other tools to prospective and existing financial planners
- November 26, 2018 December 31, 2018
- 12:56
Special thanks
The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift…
- By: Donalee Moulton
- November 23, 2018 January 10, 2019
- 00:12
Just say “no” to holiday stress
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced
- By: Woodrow Pelley
- November 23, 2018 January 14, 2019
- 00:08
TFSA annual contribution limit rises to $6,000
The cumulative TFSA contribution limit in 2019 will be $63,500
- By: Rudy Mezzetta
- November 19, 2018 January 11, 2019
- 13:45
Focus on making philanthropy personal
With a focused approach to giving, clients can measure their impact and feel connected to their causes
- By: Anne-Marie Vettorel
- November 15, 2018 December 31, 2018
- 13:55
Wealthy millennials will reshape philanthropic giving
Millennials are more than twice as likely as boomers to feel that leaving a legacy is important
- By: Anne-Marie Vettorel
- November 13, 2018 December 31, 2018
- 11:40
Advocis puts new spin on financial literacy
Website and podcast timed with the opening week of Canada’s Financial Literacy Month
- By: Anne-Marie Vettorel
- November 7, 2018 December 31, 2018
- 12:30
November is Financial Literacy Month
IFSE launches Tip of the Day awareness campaign
- By: Anne-Marie Vettorel
- November 1, 2018 December 31, 2018
- 14:30
CRA increases maximum pensionable earnings for the CPP
The increase of 2.7% to $57,400 from $55,900 was calculated according to a formula that takes into account the growth in average weekly wages and…
- By: IE Staff
- November 1, 2018 December 31, 2018
- 10:00
How to talk to clients about RI
Five steps to encourage the conversation
- By: Leah Golob
- June 6, 2018 December 25, 2018
- 16:00
Slideshow: Do you know what clients really think? Take our quiz
The Financial Comfort Zone Study offers insight into the relationships among financial advice, financial well-being and overall life satisfaction in Canadian society
- By: IE Staff
- March 26, 2018 December 25, 2018
- 06:00
Two steps to create “revelation questions”
Jim Ruta explains how to create “revelation questions” for prospects that help them take advantage of the advice advisors offer
- By: Jim Ruta
- September 6, 2017 December 24, 2018
- 10:25
Parental guidance
Clients with aging parents may need help in ensuring those seniors are prepared for what lies ahead
- By: Catherine Harris
- October 26, 2018 January 10, 2019
- 00:06
Effective tax rate rises for Canada’s top 1%
Tax filers with a total income of more than $3 million had the largest increase in their effective federal income tax rate in 2016
- By: Rudy Mezzetta
- October 25, 2018 December 31, 2018
- 15:20
$250,000 salary would make Canadians feel “financially comfortable”
Income expectations vary by age
- By: Anne-Marie Vettorel
- October 24, 2018 December 31, 2018
- 10:40
A cure for yearend gloom
This five-step review of your practice can help you prepare for the challenges that lie ahead and boost your confidence in your ability to thrive…
- By: George Hartman
- October 26, 2018 January 10, 2019
- 00:05
Tech Tips: Get your email under control
There are various email apps available to choose from, each with unique features and tools - from enhanced security to calendar integration - for use…
- By: Danny Bradbury
- October 26, 2018 January 10, 2019
- 00:04
Echelon Wealth appoints chief client officer
Advisors can reduce the risks of wealth transfer by meeting with client’s children, says Deborah McGrath
- By: Anne-Marie Vettorel
- October 2, 2018 January 6, 2019
- 14:00
Tech tips: Get more from social media
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
- By: Danny Bradbury
- July 27, 2018 January 10, 2019
- 00:09
Why referrals are declining
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…
- By: Dan Richards
- March 1, 2018 January 10, 2019
- 00:11
Why banning life insurance sales incentives won’t help consumers
Jim Ruta cautions that banning sales incentives may lead to fewer families with life insurance coverage
- By: Jim Ruta
- September 13, 2017 December 24, 2018
- 14:30
Casual Friday: Dress codes getting more casual
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
- By: Leah Golob
- July 28, 2017 January 14, 2019
- 05:00
Casual Friday: Free apps can help you stay healthy
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
- By: Beatrice Paez
- February 17, 2017 January 14, 2019
- 11:00
Casual Friday: Should you become a minimalist?
Advocates say the trend of reducing possessions, consumption and spending can be liberating. And you don’t have to give up everything
- By: Beatrice Paez
- January 27, 2017 January 14, 2019
- 12:30