Investment Executive heads to Orlando, Fla. to report from the 14th annual national conference of the Canadian Institute of Financial Planners (CIFPs). The conference runs from May 18 to 21. Photo copyright: rabbit75123/123RF.
May 26, 2016
Investment Executive heads to Orlando, Fla. to report from the 14th annual national conference of the Canadian Institute of Financial Planners (CIFPs). The conference runs from May 18 to 21. Photo copyright: rabbit75123/123RF.
May 26, 2016Vickie Townson, founder, midlife coach, Life’s New Chapter Coaching, explains that helping clients know their core values is essential to a fulfilling retirement. She discusses how one powerful question helps clients identify their values.
Conrad Toner, founder of True North Retirement Counsel in Peterbrough, Ont., honoured
Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses the top three highlights from the 2016 Fidelity Retirement Survey, which reveal surprising trends in seniors’ finances and lifestyles.
Robert Armstrong, vice president, head of managed solutions, BMO Global Asset Management Inc., discusses three investment strategies for retired clients that provide a smoother return stream, low volatility and downside protection.
Insurance representatives who spoke at the CIFPs conference last week recommend that you need to open with your insurer to get all the possible help you may need
Consumer spending and housing market driving U.S. economy
Vetting the buyer of your practice should be a key component of your exit plan
Deciding where to live in retirement is a matter of identifying priorities
Jamie Golombek, managing director, tax & estate planning, CIBC Wealth Strategies, highlights recent U.S. tax developments and their impact on clients who are required to pay U.S. taxes.
Investors should be paying attention mostly to the U.K., the EU and emerging economies for various reasons, expert says
The 2025 ETF Guide provides a snapshot of how these products are evolving, from industry-wide trends to regulatory changes, along with some of this year’s…
Everything financial advisors need to know about this year’s federal budget
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
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