Eight tips on charitable giving for challenging times
Family approach works best, says RBC Wealth Management
- By: IE Staff
- November 26, 2009 October 31, 2019
- 14:58
Family approach works best, says RBC Wealth Management
OAS system facing greater pressure from lost retirement savings
Biggest drops felt by residents of Alberta, Ontario and B.C.
Insurer favours private sector solution for solving shortfall in retirement savings
Donations remain flat
Aligning future liabilities with assets seen as greatest challenge
Personal insolvencies up 45.5% compared with last year
Twice as many boomers say home ownership is a financial priority compared to a year ago
Number of donors up slightly
Economic outlook, leading a healthy lifestyle, and finding reliable investment advice, among the fastest rising concerns among Canadian women
Canadian women have a very pragmatic view of financial success
Community foundations launch toolkit to encourage advisors to ‘Ask the Giving Question’
Job losses will delay retirement for some
Basic exemption remains $3,500
Self-employed workers could voluntarily opt into EI program
Insufficient knowledge about investing cited as a top barrier to financial freedom
Strong majority of sponsors say they have decided not to make any changes to DC contributions in the near future
Incomplete understanding of how TFSAs work preventing others from opening accounts
Proportion of plan members in DB plans has declined from 86% to 77% over the last 10 years
Two surveys paint different pictures
Renovators choose cash and savings over credit to pay for projects
Year-to-date results rise 14.3%
Age, gender and language preferences are significant factors for a successful advisor relationship