After the rush: Post-RRSP reviews
Now that the contribution deadline has passed, this is a good time to review your clients' changing needs
Latest news in Financial Planning
Many women put their retirements at risk making financial sacrifices
By their late 50s, women have saved approximately half of what men have saved
- By: IE Staff
- February 21, 2019 March 18, 2019
- 11:30
B.C. Child Opportunity Benefit a centrepiece of provincial budget
The new program will provide almost $400 million a year to about 290,000 families
- By: Canadian Press
- February 20, 2019 March 18, 2019
- 08:40
Canadians boost RRSP holdings
Cautious investors represent an opportunity for advisors
- By: IE Staff
- January 29, 2019 March 9, 2019
- 13:52
Financial planning’s persistent rise
As retiring baby boomers need help with their increasingly complex finances, planning becomes more critical
- By: Fiona Collie
- January 21, 2019 March 17, 2019
- 00:05
Half of working-age women worry they won’t have enough in retirement
43% of men have the same concern
- By: IE Staff
- January 8, 2019 March 9, 2019
- 12:50
CRA updates child-related tax folios
Revised folios provide tax guidance for clients who are parents, students or parents of students
- By: Melissa Shin
- December 17, 2018 March 18, 2019
- 13:00
Newly wealthy clients need help with shifting priorities
Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity
- By: Michelle Schriver
- December 10, 2018 March 18, 2019
- 12:30
FPSC unveils new FP Canada details, introduces QAFP designation
Newly created division will deliver professional education programs and other tools to prospective and existing financial planners
- November 26, 2018 March 18, 2019
- 12:56
TFSA annual contribution limit rises to $6,000
The cumulative TFSA contribution limit in 2019 will be $63,500
- By: Rudy Mezzetta
- November 19, 2018 March 18, 2019
- 13:45
Focus on making philanthropy personal
With a focused approach to giving, clients can measure their impact and feel connected to their causes
- By: Anne-Marie Vettorel
- November 15, 2018 March 9, 2019
- 13:55
Wealthy millennials will reshape philanthropic giving
Millennials are more than twice as likely as boomers to feel that leaving a legacy is important
- By: Anne-Marie Vettorel
- November 13, 2018 March 18, 2019
- 11:40
Advocis puts new spin on financial literacy
Website and podcast timed with the opening week of Canada’s Financial Literacy Month
- By: Anne-Marie Vettorel
- November 7, 2018 March 18, 2019
- 12:30
November is Financial Literacy Month
IFSE launches Tip of the Day awareness campaign
- By: Anne-Marie Vettorel
- November 1, 2018 March 18, 2019
- 14:30
CRA increases maximum pensionable earnings for the CPP
The increase of 2.7% to $57,400 from $55,900 was calculated according to a formula that takes into account the growth in average weekly wages and…
- By: IE Staff
- November 1, 2018 March 18, 2019
- 10:00
Parental guidance
Clients with aging parents may need help in ensuring those seniors are prepared for what lies ahead
- By: Catherine Harris
- October 26, 2018 March 17, 2019
- 00:06
Effective tax rate rises for Canada’s top 1%
Tax filers with a total income of more than $3 million had the largest increase in their effective federal income tax rate in 2016
- By: Rudy Mezzetta
- October 25, 2018 March 18, 2019
- 15:20
$250,000 salary would make Canadians feel “financially comfortable”
Income expectations vary by age
- By: Anne-Marie Vettorel
- October 24, 2018 March 18, 2019
- 10:40
Handling passive-investment rules
Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients
- By: Rudy Mezzetta
- October 12, 2018 March 20, 2019
- 00:15
Financial planning aids asset retention: report
U.S. advisors are increasingly using financial planning to build trust with clients
- By: James Langton
- October 10, 2018 March 18, 2019
- 15:30
Creative differences
Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes
- By: Donalee Moulton
- September 21, 2018 March 17, 2019
- 00:14
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
- By: IE Staff
- September 20, 2018 March 19, 2019
- 11:15
Canadians missing out on tax breaks for caregivers: poll
Canadians contribute an average $430 per month to care for aging or ill family members
- By: James Langton
- August 22, 2018 March 19, 2019
- 11:30
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.…
- By: Patricia Chisholm
- July 27, 2018 March 17, 2019
- 00:11
IFIC expands Vulnerable Investors Resource Centre
New advisor materials on capacity and decision making now available
- By: Leah Golob
- July 5, 2018 March 19, 2019
- 14:00