FPSC declares Oct. 5-12 Financial Planning Week
Goal is to make financial planning more a part of Canadians’ lives
- By: IE Staff
- September 17, 2009 October 31, 2019
- 11:05
Latest news in Financial Planning
Canadians not prepared for retirement: Advocis
Report recommends measures to foster DC pension plan participation
- By: IE Staff
- September 17, 2009 October 31, 2019
- 09:10
Value of trusteed pension plans slips in first quarter: StatsCan
Portion of funds assets in equities continues to decline
- By: Megan Harman
- September 15, 2009 October 31, 2019
- 09:16
Ottawa proposes EI benefits extension
Proposed legislation would provide up to 20 weeks in additional benefits for long-tenured workers
- By: IE Staff
- September 14, 2009 October 31, 2019
- 11:23
Majority of Canadians living paycheque to paycheque: survey
With paying off debt the top priority, there’s little left over to fund retirement savings
- By: Megan Harman
- September 14, 2009 October 31, 2019
- 08:56
Back-to-school season a good time to review post-secondary education costs, Golombek says
TFSAs and RESPs both offer relative advantages to clients
- By: Megan Harman
- September 3, 2009 October 31, 2019
- 12:25
IFIC calls on Ottawa to improve tax treatment of retirement savings
Reducing RRIF minimum withdrawals to reflect longer lifespans is among the recommendations sent to the finance committee
- By: James Langton
- September 2, 2009 October 31, 2019
- 16:20
Rapidly aging world poses a challenge for financing retirement, health care
Report recommends improving financial literacy and the access to planning advice
- By: James Langton
- September 2, 2009 October 31, 2019
- 11:21
Wages to climb in 2010: report
Average projected salary increase is 3%
- By: Megan Harman
- September 1, 2009 October 31, 2019
- 10:24
CLHIA publishes new edition of disability insurance brochure
Brochures help consumers understand life and health insurance
- By: IE Staff
- August 25, 2009 October 31, 2019
- 13:32
Unemployment crimps student finances: survey
Half of all post-secondary students expect their money to run out before the school year ends
- By: Megan Harman
- August 18, 2009 October 31, 2019
- 09:50
CPP assets up $11 billion in first quarter
CPP Fund posts 7.1% return
- By: IE Staff
- August 12, 2009 October 31, 2019
- 13:35
FPSC urges Canadians to protect themselves by improving financial literacy
Council offers guidance for evaluating advisors
- By: IE Staff
- August 11, 2009 October 31, 2019
- 09:35
New BMO online tool helps Canadians plan for retirement
Website helps identify financial considerations associated with common retirement goals
- By: IE Staff
- July 30, 2009 October 31, 2019
- 10:50
Tax and estate planning for your American clients
- By: Terry Ritchie
- July 29, 2009 October 31, 2019
- 14:44
Mistaken RRSP over-contribution triggers more tax
The Tax Court of Canada rules, somewhat reluctantly, in favour of the CRA
- By: Patricia Chisholm
- July 29, 2009 October 31, 2019
- 11:21
Economy prompts many Canadians to review their financial plans: study
Summer holidays a good time for mid-year review
- By: IE Staff
- July 29, 2009 October 31, 2019
- 09:05
DB pension plans weakened by economic downturn: study
Canadian organizations confident they have adequate cash to fund their plans for the next two years
- By: IE Staff
- July 28, 2009 October 31, 2019
- 09:10
Pension splitting technique can save cash
- By: Jamie Golombek
- July 27, 2009 October 31, 2019
- 15:00
Canadians becoming more optimistic about the economy: survey
Debt repayment trades precedence over saving, spending and investing
- By: IE Staff
- July 23, 2009 October 31, 2019
- 14:07
B.C. to adopt 12% HST
Proposed tax will include rebate for home buyers
- By: IE Staff
- July 23, 2009 October 31, 2019
- 13:13
Canadians still cautious about their financial health, despite market rebound: Russell
Having sufficient income for desired lifestyle remains investors’ top concern
- By: IE Staff
- July 23, 2009 October 31, 2019
- 08:50
Recession weighs on charitable giving
Charities urged to develop new strategies, review investment policy statements
- By: Megan Harman
- July 22, 2009 October 31, 2019
- 12:02
Kronos CRM platform integrates with PlanPlus Web Advisor
Link seamlessly transfers client information for the creation of financial plans
- By: IE Staff
- July 21, 2009 October 31, 2019
- 14:20
Insurers responding to B.C. fire crisis
British Columbia insurers are acting quickly to assist those whose homes and businesses have been affected by the forest fires currently raging in the province,…
- By: IE Staff
- July 20, 2009 October 31, 2019
- 15:35