Current estate plans fall short for many blended families
Financial planners must work very closely with questions to ensure their complex financial and estate goals are met
- By: donalee Moulton
- June 13, 2018 October 31, 2019
- 10:30
Latest news in Financial Planning
Gig economy increasingly important to post-retirement clients
Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes
- By: donalee Moulton
- June 12, 2018 October 31, 2019
- 10:30
More Canadians consider guaranteed life income products desirable
Segregated funds and annuities are two products that can help Canadians reach their goals
- By: Leah Golob
- May 15, 2018 October 31, 2019
- 10:25
Financial literacy isn’t financial wellness for Canadian workers
Stress about retirement is the biggest financial worry among Canadians
- By: Leah Golob
- May 9, 2018 October 31, 2019
- 14:45
Peering into the future
FPSC and IQPF update long-term projections for financial planners
- By: James Langton
- May 1, 2018 October 31, 2019
- 11:00
Mental capacity: the advisor’s role
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?
- By: Patricia Chisholm
- April 27, 2018 November 6, 2019
- 00:10
Fewer Canadians have disability insurance
Without the proper financial protection in place, workers are putting themselves and their families at risk
- By: Leah Golob
- April 24, 2018 October 31, 2019
- 10:30
Cryptogiving.ca matches digital currency donors with charities
Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations
- By: Leah Golob
- April 13, 2018 October 31, 2019
- 11:15
Nearly half of existing mortgages face renewal in 2018: report
The increase in renewals comes as mortgage rates have been rising
- By: Armina Ligaya, Guillaume Poulin-Goyer
- April 11, 2018 October 31, 2019
- 17:05
Reducing debt or investing a tax refund depends on your client’s situation
The choice between saving or reducing debt has become an increasingly important decision
- By: Craig Wong, The Canadian Press
- April 10, 2018 October 31, 2019
- 06:00
Six changes for clients to consider this tax-filing season
Tax changes this year impact students, parents, caregivers and more
- By: Armina Ligaya
- April 9, 2018 October 31, 2019
- 06:30
Slideshow: Help clients avoid these common tax return errors
With the tax return deadline looming, many Canadians are finding themselves scrambling to get their finances in order
- By: Leah Golob
- April 5, 2018 October 31, 2019
- 18:00
Clients and mental capacity
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…
- By: Patricia Chisholm
- March 29, 2018 November 6, 2019
- 00:11
Slideshow: Major challenges facing seniors
The Ontario Securities Commission’s Senior Strategy aims to address the changing needs and priorities of older individuals
- By: IE Staff
- March 20, 2018 October 31, 2019
- 16:15
Women still need help understanding finances
FPSC study reveals that many Canadian women have “very little” knowledge about finances while more than half don’t have a written financial plan
- By: Leah Golob
- March 5, 2018 October 31, 2019
- 13:44
Court case reveals risks in gifting assets
Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk
- By: Patricia Chisholm
- March 1, 2018 October 31, 2019
- 00:14
Canadians could use some help with TFSAs
One-third are still not aware of the tax penalties associated with over-contribution
- By: Leah Golob
- February 28, 2018 October 31, 2019
- 12:48
Canadian retirees burdened with debt
From credit card debt to a mortgage, retirees struggle with expenses
- By: Leah Golob
- February 21, 2018 October 31, 2019
- 14:30
Canadians dipping into their RRSPs
A new report highlights the steady increase in the amount of money withdrawn from retirement savings to meet short-term needs
- By: Leah Golob
- February 15, 2018 October 31, 2019
- 11:00
Cryptocurrencies and your clients
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…
- By: Fiona Collie
- February 15, 2018 November 9, 2019
- 00:15
Canadians continue to live longer
However, the rate of improvement is slowing
- By: IE Staff
- February 14, 2018 October 31, 2019
- 15:30
Canadian CFP professionals get digital credentials
Digital certificate and badge provide up-to-the-minute verification status across all online platforms
- By: IE Staff
- February 9, 2018 October 31, 2019
- 12:57
Generations struggle to save for retirement
Millennials expect an even greater difficulty than their older counterparts
- February 8, 2018 October 31, 2019
- 11:45
CRA’s EFILE to re-open Feb. 26
The later opening puts added pressure on Canadians to get organized and file on time
- By: IE Staff
- January 31, 2018 October 31, 2019
- 10:20
Affluent Canadians not disclosing estate plans with heirs
Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth
- By: Leah Golob
- January 30, 2018 October 31, 2019
- 12:20