Home Building Your Business Financial Planning

Latest news in Financial Planning

beautiful senior couple having a walk along embankment, man with cane

IFIC expands Vulnerable Investors Resource Centre

New advisor materials on capacity and decision making now available

Young woman on a wheelchair over a green meadow

DTC: Opening doors

Qualifying for the disability tax credit is key to receiving several valuable government benefits. Here's what you and your clients need to know about this…

huge family portrait with parents and six kids

Current estate plans fall short for many blended families

Financial planners must work very closely with questions to ensure their complex financial and estate goals are met

Senior man in driver's seat of car

Gig economy increasingly important to post-retirement clients

Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes

happy senior female lying on bed with piggybank

More Canadians consider guaranteed life income products desirable

Segregated funds and annuities are two products that can help Canadians reach their goals

businessman in depression with hand on forehead

Financial literacy isn’t financial wellness for Canadian workers

Stress about retirement is the biggest financial worry among Canadians

usinessman holding binoculars with tie and shirt on cityscape

Peering into the future

FPSC and IQPF update long-term projections for financial planners

beautiful senior couple having a walk along embankment, man with cane

Mental capacity: the advisor’s role

When you suspect cognitive decline in an aging client, how can you ensure you serve that client's best interests while protecting his or her privacy?

disability insurance file folder

Fewer Canadians have disability insurance

Without the proper financial protection in place, workers are putting themselves and their families at risk

Many hands choosing cryptocurrency coins from box labeled ICO

Cryptogiving.ca matches digital currency donors with charities

Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations

Male hand with pen on the investment chart with calculator and canadian dollars

Nearly half of existing mortgages face renewal in 2018: report

The increase in renewals comes as mortgage rates have been rising

Hand with chalk is drawing Risk and reward balance scale on the chalkboard

Reducing debt or investing a tax refund depends on your client’s situation

The choice between saving or reducing debt has become an increasingly important decision

Piggybank With Eyeglasses And Calculator On Wooden Table

Six changes for clients to consider this tax-filing season

Tax changes this year impact students, parents, caregivers and more

Businessman Using Calculator With Piggybank And Stack Of Coins On Desk

Slideshow: Help clients avoid these common tax return errors

With the tax return deadline looming, many Canadians are finding themselves scrambling to get their finances in order

closeup old hand with crutch

Clients and mental capacity

As financial advisors struggle to deal with clients who may be experiencing a decline in their cognitive abilities, regulators are responding to the need for…

Senior people walking on the beach

Slideshow: Major challenges facing seniors

The Ontario Securities Commission’s Senior Strategy aims to address the changing needs and priorities of older individuals

  • By: IE Staff
  • March 20, 2018 July 6, 2018
  • 16:15
Lady overwhelmed by debt, tax, tax forms

Women still need help understanding finances

FPSC study reveals that many Canadian women have “very little” knowledge about finances while more than half don’t have a written financial plan

Judge gavel, scales of justice and law books in court

Court case reveals risks in gifting assets

Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk

Piggybank With Eyeglasses And Calculator On Wooden Table

Canadians could use some help with TFSAs

One-third are still not aware of the tax penalties associated with over-contribution

  • By: Leah Golob
  • February 28, 2018 June 25, 2018
  • 12:48
Adirondack chairs at shore of Lake of Two Rivers, Ontario

Canadian retirees burdened with debt

From credit card debt to a mortgage, retirees struggle with expenses

  • By: Leah Golob
  • February 21, 2018 June 25, 2018
  • 14:30
Hand putting Coins in glass jar with retro alarm clock for time to money saving for retirement

Canadians dipping into their RRSPs

A new report highlights the steady increase in the amount of money withdrawn from retirement savings to meet short-term needs

  • By: Leah Golob
  • February 15, 2018 June 25, 2018
  • 11:00
Abstract bitcoin crypto currency blockchain technology on global world map illustration

Cryptocurrencies and your clients

When your client asks you about bitcoin - or any other speculative investment - remember to consider that client's long-term goals. There are ways to…

Scenic mature couple holding hands together and looking abroad during retirement vacation

Canadians continue to live longer

However, the rate of improvement is slowing

  • February 14, 2018 June 25, 2018
  • 15:30
Businessman making presentation with his colleagues and business strategy digital layer effect at the office as concept

Canadian CFP professionals get digital credentials

Digital certificate and badge provide up-to-the-minute verification status across all online platforms

  • By: IE Staff
  • February 9, 2018 June 25, 2018
  • 12:57
Piggybank With Eyeglasses And Calculator On Wooden Table

Generations struggle to save for retirement

Millennials expect an even greater difficulty than their older counterparts

  • February 8, 2018 June 25, 2018
  • 11:45