Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes
Segregated funds and annuities are two products that can help Canadians reach their goals
Stress about retirement is the biggest financial worry among Canadians
FPSC and IQPF update long-term projections for financial planners
When you suspect cognitive decline in an aging client, how can you ensure you serve that client's best interests while protecting his or her privacy?
Without the proper financial protection in place, workers are putting themselves and their families at risk
Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations
The increase in renewals comes as mortgage rates have been rising
The choice between saving or reducing debt has become an increasingly important decision
Tax changes this year impact students, parents, caregivers and more
With the tax return deadline looming, many Canadians are finding themselves scrambling to get their finances in order
As financial advisors struggle to deal with clients who may be experiencing a decline in their cognitive abilities, regulators are responding to the need for…
The Ontario Securities Commission’s Senior Strategy aims to address the changing needs and priorities of older individuals
FPSC study reveals that many Canadian women have “very little” knowledge about finances while more than half don’t have a written financial plan
Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk
One-third are still not aware of the tax penalties associated with over-contribution
From credit card debt to a mortgage, retirees struggle with expenses
A new report highlights the steady increase in the amount of money withdrawn from retirement savings to meet short-term needs
When your client asks you about bitcoin - or any other speculative investment - remember to consider that client's long-term goals. There are ways to…
However, the rate of improvement is slowing
Digital certificate and badge provide up-to-the-minute verification status across all online platforms
Millennials expect an even greater difficulty than their older counterparts
The later opening puts added pressure on Canadians to get organized and file on time
Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth
Pension managers posted a median return of 8.6%