Dealing with a client’s sudden illness
Follow these tips to keep clients from worrying about the bills
- By: Fiona Collie
- March 15, 2012 October 31, 2019
- 12:30
Latest news in Financial Planning
Assisting with sudden wealth
Advisors can play a key role when a client receives an unexpected windfall
- By: Fiona Collie
- March 8, 2012 October 31, 2019
- 11:30
Help your clients avoid online fraud
The Financial Consumer Agency of Canada offers these tips
- By: Megan Harman
- December 15, 2011 October 31, 2019
- 08:00
Six year-end tax-saving strategies
A BMO Nesbitt Burns survey finds most Canadians fail to consider tax implications when investing
- By: IE Staff
- December 13, 2011 October 31, 2019
- 10:20
Five year-end tax planning strategies
CIBC’s Jamie Golombek offers expert tips and strategies to help Canadians reduce the taxes
- By: IE Staff
- December 7, 2011 October 31, 2019
- 15:30
Five year-end tax tips for small business owners
Consider some straightforward tips and strategies to help minimize the amount of 2011 income tax payable
- By: IE Staff
- November 29, 2011 October 31, 2019
- 10:15
When seniors divorce
Breaking up is harder for retired clients
- By: Fiona Collie
- October 19, 2011 October 31, 2019
- 12:45
A divorce checklist
Being a voice of calm advice can solidify relationships
- By: Fiona Collie
- October 18, 2011 October 31, 2019
- 11:30
Canadians hoping to retire debt free at age 63: survey
However as Canadians near retirement, their optimism in reaching their savings goals for retirement drops
- By: IE Staff
- October 6, 2011 October 31, 2019
- 18:18
Sandwich generation healthier, wealthier but worried
Boomers are relying heavily on public care for aging parents and are concerned about the impact of eldercare their own lives
- By: IE Staff
- October 5, 2011 October 31, 2019
- 09:40
Income a top priority as boomers begin to retire
An investment approach centered around corporate bonds and dividend-paying stocks is likely to resonate with clients
- By: Megan Harman
- October 4, 2011 October 31, 2019
- 14:30
Overwhelming majority of Boomers plan to stay in Canada during retirement
Weather, followed by finances and family considerations, are the key motivators in deciding where to retire
- By: IE Staff
- October 4, 2011 October 31, 2019
- 09:26
Canadians trust their pensions to provide for retirement despite well-reported challenges
Survey suggests Canadians remain in the dark about the issues and challenges facing DB plans
- By: IE Staff
- October 4, 2011 October 31, 2019
- 08:53
Majority of Canadians still unclear about TFSAs: survey
Almost one in five Canadians say they don’t understand the benefits of the TFSA
- By: IE Staff
- October 3, 2011 October 31, 2019
- 08:50
November is Financial Literacy Month
Website ca will help Canadians find information about activities and events planned for the month
- By: IE Staff
- September 28, 2011 October 31, 2019
- 15:42
Five key estate-planning tips
Look at the big picture
- By: Fiona Collie
- September 27, 2011 October 31, 2019
- 12:35
Estate-planning priorities
Five steps to getting clients’ plans in order
- By: Fiona Collie
- September 26, 2011 October 31, 2019
- 10:54
Ruta: My recent health scare and implications for CI coverage
- By: Jim Ruta
- September 23, 2011 October 31, 2019
- 06:41
Flaherty tells U.S. to back off efforts to pressure Canadians on tax filings
IRS tactics causing stress and fear among Canadians with dual U.S. citizenship
- By: Julian Beltrame
- September 18, 2011 October 31, 2019
- 12:54
Working with “sandwiched” clients
Ease time constraints and look beyond the numbers
- By: Fiona Collie
- August 31, 2011 October 31, 2019
- 12:45
Jim Ruta: The case for more whole life insurance
- By: Jim Ruta
- July 28, 2011 October 31, 2019
- 14:00
A reality check for boomer clients
This generation of clients may have unrealistic goals
- By: Fiona Collie
- July 27, 2011 October 31, 2019
- 11:27
Golombek: Tax plan so you don’t receive CRA refunds
- By: Jamie Golombek
- May 9, 2011 October 31, 2019
- 15:14
Why rule-of-thumb for asset allocation doesn’t work
- By: Jim Otar
- May 3, 2011 October 31, 2019
- 00:03
Golombek: Tax reminders for parents and children
- By: Jamie Golombek
- April 13, 2011 October 31, 2019
- 08:01