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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 February 28, 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 February 21, 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A new report highlights the steady increase in the amount of money withdrawn from retirement savings to meet short-term needs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 February 15, 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 February 15, 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 February 9, 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 February 8, 2018
  • 11:45
Close-up Of Businessman With Tax Time Reminder Note On Alarm Clock At Desk

CRA’s EFILE to re-open Feb. 26

The later opening puts added pressure on Canadians to get organized and file on time

  • By: IE Staff
  • January 31, 2018 January 31, 2018
  • 10:20
last will and testament waiting to be filled and signed

Affluent Canadians not disclosing estate plans with heirs

Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth

  • By: Leah Golob
  • January 30, 2018 January 30, 2018
  • 12:20
Piggy bank with national flag of Canada

Stocks boost pensions in 2017

Pension managers posted a median return of 8.6%

  • January 25, 2018 January 25, 2018
  • 15:10
Money Growth Flat design illustration Business person watering money tree economic growth

Canadians need more guidance on RRSPs

Report debunks common myths behind the recent decline in RRSP contributions

  • By: Leah Golob
  • January 25, 2018 January 25, 2018
  • 13:40
Retirement written on egg in hands, nest egg, savings

Solo Canadians fear running out of retirement savings

These individuals are afraid of rising daily living expenses, not having enough money for necessities and increasing health-care costs

  • By: Leah Golob
  • January 23, 2018 January 23, 2018
  • 11:50

Capacity is crucial for will preparation

Court ruling shows the need for independent professional advice in cases in which a client's mental state is questionable

Ring in the new year with 10 tax tips

Questions to discuss with clients this December

  • By: IE Staff
  • December 18, 2017 January 21, 2018
  • 17:15

CRA provides advice on resolving tax-related issues

Here are some tips you could share with your clients if they need to make changes to their tax returns or file an objection

  • By: Leah Golob
  • December 8, 2017 January 21, 2018
  • 14:25
Two key HNW wealth preservation strategies

Two key HNW wealth preservation strategies

Greg Newman of Scotia Wealth Management explains two wealth preservation strategies that are key to holistic financial planning for affluent clients

Don’t lose sight of the plan

Don’t lose sight of the plan

Greg Newman of Scotia Wealth Management explains why advisors must remind clients that a comprehensive financial plan is key for building long-term wealth

Now is the time for clients to consider tax loss selling to offset gains

It’s important for clients to understand the opportunities they have from a tax planning perspective, but not to let tax decisions override everything else

  • By: Craig Wong
  • November 23, 2017 January 17, 2018
  • 11:00
Future of U.S. estate tax in doubt

Future of U.S. estate tax in doubt

Jamie Golombek discusses how proposed changes to the U.S. estate tax could affect high net-worth Canadians

Deciphering divorce clues

Deciphering divorce clues

Eva Sachs discusses telltale signs that a couple may be considering divorce, and how advisors can persuade clients to share this information

  • By: Eva Sachs
  • November 16, 2017 January 18, 2018
  • 17:00
Constructive divorce planning options for clients

Constructive divorce planning options for clients

Eva Sachs outlines options that advisors can share with clients navigating separation or divorce

  • By: Eva Sachs
  • November 8, 2017 January 18, 2018
  • 16:00
Key yearend tax planning tips

Key yearend tax planning tips

Jamie Golombek helps advisors get ready for yearend tax planning

Evolving corporate tax proposals make RRSPs a smart choice for business owners

Evolving corporate tax proposals make RRSPs a smart choice for business owners

Jamie Golombek explains that the federal government’s evolving proposals to change corporate tax structures highlight RRSPs and TFSAs as smart strategies for business owners