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
Latest news in Financial Planning
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
- By: donalee Moulton
- June 12, 2018 June 15, 2018
- 10:30
More Canadians consider guaranteed life income products desirable
Segregated funds and annuities are two products that can help Canadians reach their goals
- By: Leah Golob
- May 15, 2018 May 15, 2018
- 10:25
Financial literacy isn’t financial wellness for Canadian workers
Stress about retirement is the biggest financial worry among Canadians
- By: Leah Golob
- May 9, 2018 May 9, 2018
- 14:45
Peering into the future
FPSC and IQPF update long-term projections for financial planners
- By: James Langton
- May 1, 2018 May 1, 2018
- 11:00
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?
- By: Patricia Chisholm
- April 27, 2018 May 1, 2018
- 00:10
Fewer Canadians have disability insurance
Without the proper financial protection in place, workers are putting themselves and their families at risk
- By: Leah Golob
- April 24, 2018 April 25, 2018
- 10:30
Cryptogiving.ca matches digital currency donors with charities
Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations
- By: Leah Golob
- April 13, 2018 April 13, 2018
- 11:15
Nearly half of existing mortgages face renewal in 2018: report
The increase in renewals comes as mortgage rates have been rising
- By: Armina Ligaya, Guillaume Poulin-Goyer
- April 11, 2018 April 11, 2018
- 17:05
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
- By: Craig Wong
- April 10, 2018 April 9, 2018
- 06:00
Six changes for clients to consider this tax-filing season
Tax changes this year impact students, parents, caregivers and more
- By: Armina Ligaya
- April 9, 2018 April 8, 2018
- 06:30
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
- By: Leah Golob
- April 5, 2018 April 5, 2018
- 18:00
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…
- By: Patricia Chisholm
- March 29, 2018 March 29, 2018
- 00:11
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
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
- By: Leah Golob
- March 5, 2018 April 13, 2018
- 13:44
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
- By: Patricia Chisholm
- March 1, 2018 March 2, 2018
- 00:14
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
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
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
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…
- By: Fiona Collie
- February 15, 2018 February 23, 2018
- 00:15
Canadians continue to live longer
However, the rate of improvement is slowing
- February 14, 2018 February 15, 2018
- 15:30
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
Generations struggle to save for retirement
Millennials expect an even greater difficulty than their older counterparts
- February 8, 2018 February 8, 2018
- 11:45
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
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