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
Latest news in Financial Planning
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
Golombek: Advisors should take advantage of CRA loan rate
- By: Jamie Golombek
- July 13, 2010 October 31, 2019
- 08:21
Effectiveness of RESP program hampered by poor awareness: study
Lower income Canadians can benefit from Canadian Education Savings Grants
- By: IE Staff
- July 12, 2010 October 31, 2019
- 11:35
How to help your “caregiver” boomer clients
Take steps to minimize the financial and emotional stress of caring for aging parents
- By: Megan Harman
- July 8, 2010 October 31, 2019
- 13:15
Most first-time homebuyers make down payments of less than 20%: report
Six-in-ten worry about being able to afford their home if interest rates rise
- By: Megan Harman
- July 5, 2010 October 31, 2019
- 10:33
N.S. families begin receiving Affordable Living Tax Credit
HST climbs to 15% on July 1
- July 1, 2010 October 31, 2019
- 12:56
TD laments ‘discouraging’ trend in RRSP participation
Increased exposure and vulnerability to financial conditions increases the need for strong financial literacy skills among consumers
- By: James Langton
- July 1, 2010 October 31, 2019
- 12:31
HST hits Ontario and British Columbia July 1
What’s going up in price and what's not depends entirely on which province you live in
- By: Keith Leslie
- June 29, 2010 October 31, 2019
- 07:38
Help clients avoid TFSA surprises
Make sure they understand the contribution limits — and what happens when they make a withdrawal
- By: Anna Olejarczyk
- June 25, 2010 October 31, 2019
- 13:12
Emerging markets drive increase in high net worth investors: study
Investors taking a more balanced approach to investing and risk-taking in wake of financial crisis
- By: James Langton
- June 22, 2010 October 31, 2019
- 13:43
Low and mid-income B.C. families to pay less tax under HST: report
Fraser Institute says tax relief measures will more than offset sales tax increases
- By: Megan Harman
- June 21, 2010 October 31, 2019
- 11:59
Family, singles’ incomes stabilized in 2008: StatsCan
Alberta families lead
- By: The Canadian Press
- June 17, 2010 October 31, 2019
- 08:28
CLHIA welcomes efforts to improve access to workplace-based savings programs
Changes would make pensions more available
- By: James Langton
- June 15, 2010 October 31, 2019
- 10:27
Ottawa, provinces agree to continue work toward improving CPP benefits
Alberta opposes increase
- By: Kevin Bissett
- June 15, 2010 October 31, 2019
- 07:44
Canadians nearing retirement age are financially unprepared: study
Many pre-retirees have not sought any financial advice
- By: The Canadian Press
- June 14, 2010 October 31, 2019
- 08:54
Government transfers alone not enough to cover essential retirement costs: report
Declining expenses help foster sense of financial comfort among retirees
- By: IE Staff
- June 13, 2010 October 31, 2019
- 11:44
Conservatives pushed by PM to embrace pension reform before key meeting
Finance ministers to meet in Prince Edward Island
- By: Heather Scoffield
- June 13, 2010 October 31, 2019
- 09:35
Expansion of CPP not the answer: Alberta
Province favours increase in personal savings
- By: James Langton
- June 13, 2010 October 31, 2019
- 09:30
Flaherty and Duncan letters signal Ottawa and Ontario co-ordinating pension reforms
Flaherty outlines private-public vision for reform
- By: Heather Scoffield
- June 10, 2010 October 31, 2019
- 17:32
ACPM releases plan to improve retirement income coverage
Pension managers call on government to remove barriers to group coverage
- By: IE Staff
- June 10, 2010 October 31, 2019
- 16:08
IQPF joins Financial Planning Standards Council
The two organizations are “natural allies” in promoting financial planning
- By: IE Staff
- June 10, 2010 October 31, 2019
- 15:54
TD Economics warns pension reform needed or seniors won’t have adequate income
Future retirees challenged by lower savings, rising debt and declining pension coverage
- By: Kevin Bissett
- June 10, 2010 October 31, 2019
- 12:18
Majority of Canadians are unfamiliar with index funds: survey
Lack of knowledge a barrier to investing
- By: IE Staff
- June 8, 2010 October 31, 2019
- 09:02
FPSC calls for nominations for 2010 Johnston award
Submissions due June 30
- By: IE Staff
- June 3, 2010 October 31, 2019
- 13:57