Prepare your practice for the upcoming RRSP season. In this special feature: talking to clients about life goals; strategies using bonds, ETFs and RRSP loans; spousal options; changes to the Canada Pension Plan; and much more.
December 8, 2011
Prepare your practice for the upcoming RRSP season. In this special feature: talking to clients about life goals; strategies using bonds, ETFs and RRSP loans; spousal options; changes to the Canada Pension Plan; and much more.
December 8, 2011While rising interest rates are not of immediate concern, even modest inflation can put clients’ future buying power in jeopardy. Some vehicles, such as real-return bonds, can reduce the risk of clients outliving their money
If your clients aren’t convinced of the importance of planning for life after work, perhaps they’ll take advice from those who can vouch for it personally
Retirement brings much more than the end of regular work. Concerns about finances need to be supported by full discussions about how clients plan to spend the rest of their lives
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
