Tax and financial services educator partners with Standard Life
Market volatility, rising loonie deliver a $56 million loss on investments
Registered retirement savings plan contributions reached a record $32.4 billion in 2006, Statistics Canada reported today. Contributions rose 5.8% from 2005.Just under 6.2 million taxfilers…
Survey examines whether or not parents will leave money to their kids
“Ideal” retirement age a moving target, says DFS
Dalhousie MBA FS tailored to professionals in the financial services industry
Findings suggest women are overly reliant on their partners with respect to financial planning
The Canada Revenue Agency announced today that the maximum pensionable earnings under the Canada Pension Plan (CPP) for 2008 will be $44,900. That’s up from…
Pension Security Trusts would increase funding levels
Rates reduced for employees and employers
Firm aims for 5% annual distributions
Firm launches retirement index, which measures financial preparedness for retirement
CPP provided over $26 billion in benefits to over four million beneficiaries in 2006-07
Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced
Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
Challenges include product availability, proper portfolio construction
Committing to a platform and showing your personality can help with prospecting
Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients
Registered disability savings plans and Henson trusts form a powerful foundation, but benefit coordination is key
43% of Canadians found it hard to see the value of a financial plan: KPMG
Legacy protection demands careful planning and attention to detail — advisors have a role to play
Richardson Wealth launched a flexible program earlier this year to fund internal succession plans
Every job posting must answer three main questions
Inflows to emerging markets have soared in recent months
Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…