Pension plan or tax?
While the proposed Ontario Retirement Pension Plan is receiving some nods, critics argue that mandatory contributions may hurt employers
- By: Catherine Harris
- November 7, 2014 November 6, 2019
- 00:00
Latest news in Special Reports
Staying in the game: Why it’s the best strategy for retirement
Investing statistics consistently show that continuing to hold equities during the long decades of retirement - with an eye to prudence - is a better…
- By: Jade Hemeon
- November 7, 2014 November 6, 2019
- 00:00
Credit where it’s due
Make sure clients over the age of 65 take steps to trigger the pension income credit. The often overlooked credit can present tax-planning opportunities
- By: Rudy Mezzetta
- November 7, 2014 November 6, 2019
- 00:00
Avoiding RRSP season’s stress
RRSP season can bring on a hectic schedule of client meetings, late nights and other obligations. If you aren’t prepared, you could be left feeling…
- By: Clare O’Hara
- November 7, 2014 November 6, 2019
- 00:00
Do clients need to add global assets?
Even though Canadian equities markets are highly concentrated in a few sectors - and small compared with other markets - many clients remain uneasy about…
- By: Dwarka Lakhan
- November 7, 2014 November 6, 2019
- 00:00
Snowbirds should check rules
Canadian clients who spend significant amounts of time outside the country every year risk losing their health benefits, as well as possibly facing negative tax…
- By: Rudy Mezzetta
- November 7, 2014 November 6, 2019
- 00:00
Understanding the overcontribution rules
Tax rules allow for inadvertent overcontributions to a client's RRSP, which can grow tax-free for decades. But there are strict limits on the amount -…
- By: Dwarka Lakhan
- November 7, 2014 November 6, 2019
- 00:00
Security of guaranteed income
Clients worried about outliving their money can receive steady income, but these products are not all the same - some comparison shopping is recommended. And…
- By: Susan Yellin
- November 7, 2014 November 6, 2019
- 00:00
Web exclusive: Generating income for clients with bond ETFs
There are a plethora of fixed-income ETFs, ranging from index trackers to more specialized products, that offer benefits such as liquidity and low management fees…
- By: Andrew Allentuck
- November 7, 2014 October 31, 2019
- 00:00
Indexed annuities come with costs
To offset inflation within an annuity, some insurers offer an indexing option, in which the payments that a client receives increase over time. But this…
- By: Megan Harman
- November 7, 2014 November 6, 2019
- 00:00
Web exclusive: Rethinking the 4% rule
The assumption that a retired client should withdraw 4% from his or her portfolio annually is losing credibility among advisors and economists
- By: David Israelson
- November 7, 2014 October 31, 2019
- 00:00
Debt is changing retirement
More Canadians are retiring with debt than ever before. Although this situation is not ideal, it can make sense for some clients - but only…
- By: Geoff Kirbyson
- November 7, 2014 November 6, 2019
- 00:00
Helping clients to avoid mistakes
There are many errors that clients make while planning for their retirement. Many are related to their finances - including poor cash-flow planning and taking…
- By: David Israelson
- November 7, 2014 November 6, 2019
- 00:00
Bonds can improve portfolio stability
Although bond funds can be unpredictable, and generally perform less well than equities, careful selection and an eye on factors such as interest rates and…
- By: Andrew Allentuck
- November 7, 2014 November 6, 2019
- 00:00
Help clients to maximize their savings
There are various strategies that you can employ to ensure that clients' retirement savings last longer - and that they pay less taxes in the…
- By: Catherine Harris
- November 7, 2014 November 6, 2019
- 00:00
Working in retirement
For many clients, working while collecting government and pension benefits is an appropriate solution to an income shortfall
- By: Susan Yellin
- November 7, 2014 November 6, 2019
- 00:00
Competing with the DIY alternatives
Four ways to demonstrate your value to clients
- By: Tessie Sanci
- November 6, 2014 November 17, 2019
- 11:50
A daily LinkedIn routine
Just 15 minutes can increase your profile with clients, prospects and COIs
- By: Tessie Sanci
- November 4, 2014 November 16, 2019
- 11:10
Should you sell yourself life insurance?
In this week’s Ruta’s Rules, Jim Ruta, insurance industry consultant and managing partner, InforcePRO, explains the downside of selling yourself life insurance. He gives tips…
- By: Jim Ruta
- November 4, 2014 October 30, 2019
- 08:30
What Air Canada can teach you about top clients
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that Air Canada can teach advisors a lot about how to make top clients…
- By: Dan Richards
- November 3, 2014 October 30, 2019
- 08:30
Canadian equity roundtable: Managers find good values in energy sector
The managers discuss large-cap strategies in non-bank financials, energy, industrials and telecommunications.
- By: Sonita Horvitch
- October 31, 2014 October 21, 2019
- 09:40
Canadian equity roundtable: Managers share their views on the Big Five banks
In part two of the roundtable, the managers share their views on Canada’s major banks and their top management.
- By: Sonita Horvitch
- October 30, 2014 October 21, 2019
- 09:40
Canadian equity roundtable: Is the market downturn a warning or an opportunity?
Three managers discuss the current volatility in the Canadian equity market and how it's affecting their outlook for various sectors and specific companies.
- By: Sonita Horvitch
- October 29, 2014 October 21, 2019
- 17:05
Are you professional enough to do cold calls?
In this week’s Ruta’s Rules, Jim Ruta, insurance industry consultant and managing partner, InforcePRO, gives nine tips on how to perform cold calls, and explains…
- By: Jim Ruta
- October 29, 2014 October 30, 2019
- 07:25
How to get quoted in your local paper
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives advisors three main tips about how to get quoted in your local newspaper and…
- By: Dan Richards
- October 27, 2014 October 30, 2019
- 05:30