Helping clients through a divorce
Here are some tips for assisting clients in avoiding the financial mistakes people commonly make when divorcing
- By: JoAnne Sommers
- August 23, 2010 October 31, 2019
- 15:25
Latest news in Financial Planning
Each province unique in how it collects tax and creates incentives: PricewaterhouseCoopers
Reference tool details personal and corporate tax rates across Canada
- By: IE Staff
- August 19, 2010 October 31, 2019
- 08:58
Salaries forecast to jump 3% in 2011: survey
Preliminary findings suggest end of salary freezes
- By: IE Staff
- August 18, 2010 October 31, 2019
- 12:30
Some parents in the dark about financing post-secondary education: survey
10% of parents plan to use either credit cards or their line of credit to pay for their child’s education
- By: IE Staff
- August 16, 2010 October 31, 2019
- 10:18
Men and women have different attitudes to saving, survey reveals
Men feel they save enough; women would benefit more from an extra $1,500 of annual savings
- By: IE Staff
- August 16, 2010 October 31, 2019
- 08:58
Seven ways to help clients save for their children’s education
Taking advantage of the key benefits of an RESP and sticking with the plan are fundamentally important
- By: JoAnne Sommers
- August 13, 2010 October 31, 2019
- 11:41
Scotiabank appoints Pringle as ‘Saving Ambassador’
New program encourages Canadians to improve their saving, investing and borrowing habits
- By: IE Staff
- August 12, 2010 October 31, 2019
- 10:15
CPP Fund earns negative return in first quarter as equity markets sour
CPPIB head sees modest global recovery underway
- By: Sunny Freeman
- August 11, 2010 October 31, 2019
- 10:25
Financial Consumer Agency of Canada updates mortgage guide
ABCs of Mortgages helps consumers make informed choices
- By: IE Staff
- August 10, 2010 October 31, 2019
- 14:35
Flexibility is key to helping clients plan for their retirement
What clients want to do, their marital statuses and tax situations will impact their income needs
- By: Fiona Collie
- August 10, 2010 October 31, 2019
- 10:28
Global asset prices likely to face substantial headwinds from aging populations
House prices in advanced economies will face a more difficult environment in the next 40 years
- By: James Langton
- August 4, 2010 October 31, 2019
- 10:07
Investor confidence declines in Q2: Russell
Retirement income a top concern for Canadians
- By: IE Staff
- August 2, 2010 October 31, 2019
- 11:26
Psychological disconnect prevents Canadians from saving: report
Four in 10 working-age adults have done little or nothing to plan for retirement
- By: Megan Harman
- July 29, 2010 October 31, 2019
- 08:46
Canadian investors want relevant, personalized advice: survey
High net worth clients have higher expectations around advisor communications
- By: Megan Harman
- July 28, 2010 October 31, 2019
- 10:26
Home equity makes an important contribution to retirement income: study
Homeownership increases retiree household incomes up to 12%
- By: James Langton
- July 26, 2010 October 31, 2019
- 11:10
TFSA return extended deadline is August 3
Taxes on excess contributions may be waived by providing additional information regarding over-contributions
- By: IE Staff
- July 26, 2010 October 31, 2019
- 10:31
FPSC announces June CFP exam results
New certification path launched
- By: IE Staff
- July 26, 2010 October 31, 2019
- 09:20
Voluntary pension plan could ease middle class retirement income worries
Current programs provide adequate retirement income for low and high income earnings
- By: IE Staff
- July 22, 2010 October 31, 2019
- 11:44
Top four questions that arise upon the death of a client’s parent
Addressing key issues can ease a difficult and emotional situation
- By: Wendy Cuthbert
- July 22, 2010 October 31, 2019
- 10:37
More Canadians investing online: survey
Individual securities, mutual funds are the investments of choice
- By: IE Staff
- July 22, 2010 October 31, 2019
- 08:50
Homeowners are more financially fit: survey
Almost half of homeowners were able to pay all of their bills and save some money in the past year
- By: IE Staff
- July 20, 2010 October 31, 2019
- 09:28
When your client is expecting a child
Focus on cash flow and review insurance coverage; and avoid scolding them for not saving enough
- By: JoAnne Sommers
- July 19, 2010 October 31, 2019
- 10:06
Canadian investors taking on more risk: study
Cash holdings climb in the aftermath of the financial crisis
- By: Megan Harman
- July 18, 2010 October 31, 2019
- 17:21
What to tell clients who are about to get married
Money can be a source of marital discord, but you can help by urging the bride and groom to be upfront about their assets and…
- By: JoAnne Sommers
- July 15, 2010 October 31, 2019
- 09:59
One-third of Canadians do not have a savings plan in place: Scotiabank survey
Too many competing demands trump savings
- By: Sunny Freeman
- July 13, 2010 October 31, 2019
- 11:48