Household spending up 2% in 2008
Taxes, shelter, food, and transportation spending increase
- By: The Canadian Press
- December 18, 2009 October 31, 2019
- 11:10
Latest news in Financial Planning
Five strategies for dealing with the changing needs of high net worth clients
Preservation of capital a top priority for HNW investors
- By: Megan Harman
- December 17, 2009 October 31, 2019
- 16:31
Federal pensions costly, put taxpayers at risk: study
Federal pensions more costly than is commonly understood
- By: Heather Scoffield
- December 17, 2009 October 31, 2019
- 16:13
Ottawa implements Home Renovation Tax Credit
Other Budget 2009 measures receive Royal Assent
- By: IE Staff
- December 16, 2009 October 31, 2019
- 12:08
Fewer Canadians planning and saving for retirement: poll
Only 1-in-3 are planning to contribute to their RRSPs for 2009
- By: IE Staff
- December 16, 2009 October 31, 2019
- 09:23
Seven tax deadlines your clients shouldn’t miss
Tax saving strategies have expiry dates
- By: Megan Harman
- December 15, 2009 October 31, 2019
- 14:50
Great-West Life releases pension reform position paper
DC pension plans could be made more attractive
- By: IE Staff
- December 14, 2009 October 31, 2019
- 17:23
Report calls on provinces to regulate financial planning
“Financial planner” title should be provincially regulated and restricted, report says
- By: James Langton
- December 14, 2009 October 31, 2019
- 16:34
CLHIA urges finance ministers to make simple pension rule changes now
Private sector can be ready almost immediately to provide expanded pension opportunities to Canadians, Swedlove says
- By: James Langton
- December 14, 2009 October 31, 2019
- 15:46
CRA helps charitable donors make informed decisions
Agency provides tips on how to avoid becoming a victim of fraud
- By: IE Staff
- December 14, 2009 October 31, 2019
- 10:20
Canadian Investment Awards honours Planipedia website
Community resource helps financial planners have access to tools and ideas
- By: Megan Harman
- December 13, 2009 October 31, 2019
- 14:55
Five tips to a financially responsible holiday season
FPSC helps advisors play SANTA
- By: Megan Harman
- December 10, 2009 October 31, 2019
- 16:58
Multi-employer pension plans in the public interest: Sun Life
Connor warns against the introduction of mandatory worker contributions
- By: IE Staff
- December 10, 2009 October 31, 2019
- 14:37
High net worth investors maintain high level of trust in their advisors: report
Investors have lost trust in financial institutions, financial markets, government and the media
- By: Megan Harman
- December 10, 2009 October 31, 2019
- 13:31
Few Canadians stick to a holiday spending budget: survey
Men are less likely than women to set a budget and stick to it
- By: IE Staff
- December 10, 2009 October 31, 2019
- 10:43
Five tax questions for clients challenged by job loss
Advisors can help their clients make wise choices
- By: IE Staff
- December 10, 2009 October 31, 2019
- 10:41
House of Commons approves HST for Ontario, B.C.
Ontario legislature passes its own legislation
- By: The Canadian Press
- December 9, 2009 October 31, 2019
- 18:40
Ontario moves ahead with pension changes
First part of a two-stage plan based on recommendations made by Harry Arthurs
- By: Romina Maurino
- December 9, 2009 October 31, 2019
- 16:52
Investors unaware of TFSA investment options: report
94% of TFSA assets are in savings account deposits or term deposits
- By: Megan Harman
- December 9, 2009 October 31, 2019
- 15:29
Canadians not confident that they have enough life insurance: survey
Three quarters of parents worry about the effects of a death or disability
- By: IE Staff
- December 9, 2009 October 31, 2019
- 11:59
Retirees hit hard by recession: DFS
35% of retirees reported a drop in their personal income
- By: IE Staff
- December 9, 2009 October 31, 2019
- 09:25
Compensation outlook improving, says Towers Perrin study
Canadians won’t make up lost ground from 2009 just yet
- By: IE Staff
- December 7, 2009 October 31, 2019
- 09:50
Boomers fail to budget for charitable giving: report
Only 1% of boomers donate to charity as part of a plan, with the help of an advisor
- By: Megan Harman
- December 1, 2009 October 31, 2019
- 17:03
Allow multisponsor plans, harmonize pension laws: CBA report
Retirement savings system not broken, but needs improvement
- By: IE Staff
- November 29, 2009 October 31, 2019
- 11:30
CIBC’s Golombek offers 10 year-end tax-planning pointers
Report outlines potential tax-savings opportunities for discussion with clients
- By: IE Staff
- November 26, 2009 October 31, 2019
- 15:30