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
Latest news in Financial Planning
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
Alleged investment scheme prompts investor warnings
ICAC releases investment firm selection checklist
- By: Megan Harman
- July 19, 2009 October 31, 2019
- 10:34
Economic downturn casts gloom over legacy planning
$1 trillion transfer of wealth is expected to take place in Canada over the next 20 years
- By: Megan Harman
- July 15, 2009 October 31, 2019
- 10:03
FSCO outlines changes to treatment of locked-in accounts
Changes include one-time opportunities to withdraw or transfer amounts
- By: James Langton
- July 14, 2009 October 31, 2019
- 16:10
Golombek’s quick summer tax quiz
- By: Jamie Golombek
- July 12, 2009 October 31, 2019
- 23:00
Connor calls for efforts to increase pension coverage
Sun Life president says simplified regulation will free up more money for pensions
- By: Megan Harman
- July 7, 2009 October 31, 2019
- 16:19
Half a million Canadians behind on their credit payments: Equifax Canada
Delinquency rate jumps 19% in May
- By: IE Staff
- July 5, 2009 October 31, 2019
- 09:10
Family benefits set to increase in July: CRA
Changes will impact 2.4 million low- and middle-income families with children
- By: Megan Harman
- July 1, 2009 October 31, 2019
- 10:39
Asset declines shrink world’s high net worth population: report
Opportunities for advisors to understand and effectively address increased client concerns
- By: Megan Harman
- June 25, 2009 October 31, 2019
- 12:13
New rules make renouncing citizenship too expensive for U.S. expats
Rules have had a chilling effect
- By: Rudy Mezzetta
- June 18, 2009 October 31, 2019
- 16:04
Alberta-B.C. pension plan could go national in three years
Provincial finance ministers to meet in July
- By: Megan Harman
- June 17, 2009 October 31, 2019
- 14:50
Home Renovation Tax Credit causes consumer confusion
Majority of Canadians plan to claim the credit but remain unclear on rules
- By: IE Staff
- June 17, 2009 October 31, 2019
- 09:37
Ontario streamlines TFSAs
Province allows residents to designate beneficiaries for their accounts
- By: Megan Harman
- June 16, 2009 October 31, 2019
- 15:53
Canadian investors more confident than U.S. counterparts about recovering investment losses: poll
Investors encouraged to prepare for the recovery
- By: Megan Harman
- June 16, 2009 October 31, 2019
- 09:15
Compensation for unfair trading losses in RRSPs are taxable
While the “late market” trading scandal of 2003 is long over, taxpayers are still fighting over the implications
- By: Patricia Chisholm
- June 11, 2009 October 31, 2019
- 15:40
New ventures: who gets to deduct the start-up costs?
Tax Court judgment overrules CRA
- By: Patricia Chisholm
- June 9, 2009 October 31, 2019
- 14:45
Canadian home purchasers optimistic: survey
Recent purchasers say they are knowledgeable about the mortgage process
- By: IE Staff
- June 9, 2009 October 31, 2019
- 07:50
Growth in charitable giving outpaced volunteering prior to economic downturn: survey
Charities and nonprofits need support during challenging economic times
- By: IE Staff
- June 8, 2009 October 31, 2019
- 09:07
New agreement simplifies financial planning designation requirements between Quebec, Canada
FPSC and IQPF agree to mutual recognition for professional standards
- By: IE Staff
- June 4, 2009 October 31, 2019
- 11:02
$20 Rule a new way to determine retirement income: Russell
Calculations based on registered savings at retirement (IE:TV)
- By: IE Staff
- June 3, 2009 October 31, 2019
- 12:12
Canadian consumer confidence reaches highest level in 15 months: survey
Level of pessimism drops sharply from February
- By: IE Staff
- June 3, 2009 October 31, 2019
- 08:30
Feds propose changes to Canada Pension Plan
Proposals aimed at providing greater flexibility and improved fairness
- By: Megan Harman
- June 2, 2009 October 31, 2019
- 10:51
Study cautions employers not to trim health benefits
Canadians value their health benefit plans more than cash
- By: Megan Harman
- May 27, 2009 October 31, 2019
- 10:25
Household debt reaches $1.3 trillion and continues to escalate: report
More needs to be done in educating the public on money management, CGA-Canada says
- By: IE Staff
- May 26, 2009 October 31, 2019
- 10:20