The federal government is proposing that companies without pension plans start offering pooled registered pension plans. But it’s not clear they are the best route…
With stock markets still unsetttled, more RRSP investors may be receptive to adding bonds using low-cost funds or ETFs
Working with older clients who are approaching retirement or already there can lead to more situations in which end-of-life tasks loom large
Changes in latitude, changes in attitude. Many Canadians long to give up the daily grind and live where flowers bloom year-round, snow doesn’t exist and…
The boomers are determined to “stay alive” in retirement, and many are renewing their engagement with the workplace to do so. You can help your…
Some clients will be able to begin collecting pension benefits while still working full-time. For others, the financial advantages of retiring later have increased
While 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…
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…
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…
Graham Carter, an advisor and president and CEO of CAP Advisors Inc. in Toronto, describes the sorts of challenges that his clients face and how…
Wetston says the OSC is keeping a close watch on the changes wrought by globalization, technological advancement and product innovation
Erika Penner had prided herself on being a generalist for years after she began her financial planning practice in 1998. But by 2006, Penner’s clients…
In recent blog posts, lawyer Matthew Kelleher of McCarthy Tétrault LLP offers business owners tips on what to do before selling their company.
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
With investors growing cautious toward historically expensive risk assets, defensive sectors are attracting renewed capital inflows. Skyline breaks down the current environment and explains why…
Choosing the right investment management partners can help you make confident recommendations — even in unpredictable times.
Have You Thought About What Season Your Practice is in?
HNW clients want guidance on the complex challenges that wealth can bring
Referrals are key to boosting your roster of HNW clients
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
Head of Compliance for WFGIAC April Stadnek shares her perspective on the growing need for financial protection among Canadians, and how WFG supports its advisors…
A video breakdown of the 2025 Report Card on Banks themes
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
But banks’ big mutual fund fees are, investor advocate says
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds