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CPP Fund posts 11.6% return in fiscal 2018

The main driver of growth was last year’s stock markets surge

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More Canadians consider guaranteed life income products desirable

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

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Financial literacy isn’t financial wellness for Canadian workers

Stress about retirement is the biggest financial worry among Canadians

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Peering into the future

FPSC and IQPF update long-term projections for financial planners

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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?

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Fewer Canadians have disability insurance

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

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Cryptogiving.ca matches digital currency donors with charities

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

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Nearly half of existing mortgages face renewal in 2018: report

The increase in renewals comes as mortgage rates have been rising

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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

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Six changes for clients to consider this tax-filing season

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

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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

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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…

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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 March 20, 2018
  • 16:15
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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

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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

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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
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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
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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
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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…

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Canadians continue to live longer

However, the rate of improvement is slowing

  • February 14, 2018 February 15, 2018
  • 15:30
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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
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Generations struggle to save for retirement

Millennials expect an even greater difficulty than their older counterparts

  • February 8, 2018 February 8, 2018
  • 11:45
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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
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Stocks boost pensions in 2017

Pension managers posted a median return of 8.6%

  • January 25, 2018 March 29, 2018
  • 15:10