With the rising flexibility of exchanged-traded funds (ETFs), it now is possible to build portfolios for retired clients using only ETFs. Two experts show how…
The challenge for advisors with older clients is to position them with the amount of stock exposure that meets both their financial requirements and their…
Families in which one spouse has no or little independent income may find that using a spousal RRSP remains a helpful way to split income.…
As a financial advisor, you are not permitted to act as executor for your clients. You can, however, offer valuable advice in helping your client…
Selling the family home and renting in retirement can be an appealing idea: running a household becomes more convenient and bank accounts benefit from the…
Older clients who remarry should tread carefully, especially if they are bringing significant assets into the relationship. In many cases, a marriage contract or pre-nuptial…
As average lifespans continue to set new records, some financial planners are routinely planning on the basis that clients will live to 100 years old.…
The number of clients who are retiring with mortgages and large credit card bills is increasing. The solution lies in planning and client/advisor communication
Without employment income to steady volatile markets, retirees often look to insurance-related products, such as seg funds and other investment vehicles offering guaranteed returns, to…
People in Canada who are single now outnumber those who are part of a couple. These singles are used to running their own show. However,…
Many parents are helping their adult children financially - to the point that some are even delaying retirement. You can help by setting up family…
The market does not believe a big interest rate increase is in the cards, which spells good news for REITs
FSCO examinations have found that 10% of insurance agents were not disclosing actual or potential conflicts of interest to their clients in writing, as they’re…
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