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Groups introduce new strategic philanthropic designation for advisors

The program will allow advisors to develop strategic plans focused on philanthropy for individuals and families interested in charitable giving

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Canadians missing out on tax breaks for caregivers: poll

Canadians contribute an average $430 per month to care for aging or ill family members

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Trust betrayed

Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse.…

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IFIC expands Vulnerable Investors Resource Centre

New advisor materials on capacity and decision making now available

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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…

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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

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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

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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 August 14, 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 August 14, 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 August 14, 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 August 14, 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…