Financial literacy task force readies for cross-country dialogue
Task force will release consultation report on Monday
- By: The Canadian Press
- February 22, 2010 October 31, 2019
- 08:33
Latest news in Financial Planning
Young professionals want tax savings advice: poll
80% say learning about tax savings strategies is important
- By: IE Staff
- February 18, 2010 October 31, 2019
- 10:24
Investor uncertainty hanging over RRSP season, survey finds
One-in-four Canadians say they do not know much savings they will need for a comfortable retirement
- By: Megan Harman
- February 17, 2010 October 31, 2019
- 10:24
More education needed on TFSAs
Young people need the most education, test reveals
- By: IE Staff
- February 17, 2010 October 31, 2019
- 09:33
Average family debt reaches $96,000 in 2009, study finds
Debt-to-income ratio climbs to highest level ever
- By: The Canadian Press
- February 16, 2010 October 31, 2019
- 11:15
$300 billion sitting on the sidelines an opportunity for advisors
Too many Canadians earning unnecessary low returns: Russell
- By: IE Staff
- February 16, 2010 October 31, 2019
- 10:29
Canadians twice as likely as Americans to be living the retirement they expected
Report reveals stark differences north and south of the border
- By: IE Staff
- February 10, 2010 October 31, 2019
- 11:25
Golombek offers four tips for maximizing RRSP tax efficiency
Only weeks are left before the March 1 RRSP contribution deadline, and financial advisors can use the remaining weeks to help clients maximize the tax-efficiency…
- By: Megan Harman
- February 9, 2010 October 31, 2019
- 10:40
Younger Canadians showing a higher propensity to save for retirement: study
Investors returning to RRSP Investments following recession
- By: Megan Harman
- February 8, 2010 October 31, 2019
- 16:11
More Canadians worried whether they’ll have enough money for retirement: survey
Gap between men’s and women’s retirement savings goals has significantly narrowed
- February 8, 2010 October 31, 2019
- 11:31
Light-hearted Sun Life videos stress the importance of obtaining financial advice
Goal is to encourage Canadians to work with advisors
- By: IE Staff
- February 7, 2010 October 31, 2019
- 12:50
Canadians plan to retire on time despite volatile markets: study
Nearly three-quarters of investors have not changed the age at which they plan to retire
- By: IE Staff
- February 4, 2010 October 31, 2019
- 11:11
91% of Canadians have retirement worries: poll
Younger Canadians not getting the message about getting an early start on retirement savings
- By: IE Staff
- February 4, 2010 October 31, 2019
- 10:37
Ontario and Quebec making sluggish returns to growth
- By: Paul Ferley
- February 4, 2010 October 31, 2019
- 00:01
Deep freeze among Atlantic Canadian investors: survey
Equity markets were red hot in 2009 but Atlantic Canadians remain frozen in action and unaware of the market’s dramatic recovery, according to a new…
- By: IE Staff
- February 3, 2010 October 31, 2019
- 09:40
B.C. releases consultation paper on pension reform
Deadline for submissions is April 2
- By: James Langton
- February 2, 2010 October 31, 2019
- 17:26
TFSA and RRSP? Which one is right for your clients?
CIBC's Jamie Golombek on choosing the investment solution that suits your strategy
- By: IE Staff
- February 2, 2010 October 31, 2019
- 15:35
CIBC offers expert tips to help Canadians plan for their future this RRSP season
Geist stresses the importance of obtaining professional advice
- By: IE Staff
- February 1, 2010 October 31, 2019
- 11:57
Heavy student debt loads weigh on future savings: report
Advisors can help clients manage their overall debt
- By: Megan Harman
- February 1, 2010 October 31, 2019
- 08:15
Advisor sees opportunity in talking to parents about their insurance needs
A majority of Canadian parents admit that they are underinsured, and this provides a major opportunity for financial advisors to help clients protect their families…
- By: Megan Harman
- January 28, 2010 October 31, 2019
- 15:44
Common vision lacking among retired couples: survey
Advisors can help couples discuss lifestyle goals and the finances to meet them
- By: IE Staff
- January 27, 2010 October 31, 2019
- 11:25
Voluntary top up to CPP most likely to garner support in pension debate, BC says
Many different ways to set up a voluntary supplement to the CPP
- By: Heather Scoffield
- January 26, 2010 October 31, 2019
- 15:05
Canadian parents underinsured, poll finds
Majority of parents with life insurance do not believe they have enough insurance to cover the costs of raising a child
- By: IE Staff
- January 25, 2010 October 31, 2019
- 10:41
Canadian investors growing more optimistic about their financial health: Russell
Investors regain their optimism after four consecutive quarters of negative trending
- By: IE Staff
- January 22, 2010 October 31, 2019
- 09:15
Provinces show preference for pension reform, want to beef up CPP
B.C. paper zeros in on adding a voluntary, supplementary tier on to the CPP
- By: The Canadian Press
- January 21, 2010 October 31, 2019
- 17:35