Advisors urged to contribute to PRPP framework
Financial literacy is another issue that presents opportunity for advisors to get involved
- By: Megan Harman
- November 23, 2011 November 23, 2011
- 16:30
Latest news in Special Reports
Regulators stress consumer protection at Advocis symposium
ICBC wants to make it easier for MGAs to report bad agents directly to the regulators
- By: Olivia Glauberzon
- November 23, 2011 November 23, 2011
- 14:35
Choose your designations wisely
Go for credentials that will add value – not just letters
- By: Fiona Collie
- November 22, 2011 October 30, 2019
- 11:55
Using case studies as prospecting tools
- By: Dan Richards, Cindy Bowden
- November 21, 2011 October 30, 2019
- 10:50
Accounting for goodwill when buying or selling a practice
- By: George Hartman
- November 16, 2011 October 30, 2019
- 11:35
Protecting clients’ portfolios
Principal-protected products provide peace of mind for worried clients
- By: Rudy Mezzetta
- November 14, 2011 November 6, 2019
- 15:57
An efficient, passive investment
Exchange-traded funds give you a wider range of options for building balanced portfolios for your clients
- By: Dwarka Lakhan
- November 14, 2011 November 6, 2019
- 15:49
Spousal RRSPs offer flexibility
While pension income can be split, spousal RRSPs offer more options for reducing household taxes
- By: Andrew Bilski
- November 14, 2011 November 6, 2019
- 15:36
Are PRPPs a good choice?
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…
- By: Catherine Harris
- November 14, 2011 November 6, 2019
- 15:26
Reducing risk with bonds
With stock markets still unsetttled, more RRSP investors may be receptive to adding bonds using low-cost funds or ETFs
- By: Andrew Allentuck
- November 14, 2011 November 6, 2019
- 15:08
Helping at the end
Working with older clients who are approaching retirement or already there can lead to more situations in which end-of-life tasks loom large
- By: Rosemary McCracken
- November 14, 2011 November 6, 2019
- 14:57
Ditch the beans and cold-water flat
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…
- By: Jade Hemeon
- November 14, 2011 November 6, 2019
- 14:45
Retiring retirement
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…
- By: Jade Hemeon
- November 14, 2011 November 6, 2019
- 14:28
New CPP rules affect plans
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
- By: Fiona Collie
- November 14, 2011 November 6, 2019
- 14:22
Inflation fighters cut longevity risk
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…
- By: Catherine Harris
- November 14, 2011 November 6, 2019
- 14:14
The word from the front lines
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…
- By: Megan Harman
- November 14, 2011 November 6, 2019
- 14:04
Post-work planning
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…
- By: Megan Harman
- November 14, 2011 November 6, 2019
- 13:56
Family wealth one of the top issues for HNW clients
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…
- By: Dan Richards, Graham Carter
- November 14, 2011 October 30, 2019
- 11:35
OSC Dialogue: Regulator coping with dramatic changes in capital markets
Wetston says the OSC is keeping a close watch on the changes wrought by globalization, technological advancement and product innovation
- By: Megan Harman
- November 1, 2011 November 1, 2011
- 10:30
Designation boosts credibility
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…
- By: Olivia Glauberzon
- October 31, 2011 November 6, 2019
- 12:11
Get out your clipboard
In recent blog posts, lawyer Matthew Kelleher of McCarthy Tétrault LLP offers business owners tips on what to do before selling their company.
- By: Fiona Collie
- October 18, 2011 November 6, 2019
- 14:10
Helping small businesses cash out
Canadian tax laws give substantial breaks to small-business owners with active companies who are nearing retirement. Being available to help with the handoff can help…
- By: Fiona Collie
- October 18, 2011 November 6, 2019
- 13:58
A yearend tax checklist
The close of the calendar year is a significant date for many tax-planning issues, such as charitable giving and RESPs. This list will help ensure…
- By: Olivia Li
- October 18, 2011 November 6, 2019
- 13:50
Few tax breaks from the provinces
Most provinces are still labouring to reduce the deficits they ran up following the 2008 financial crisis and have little to offer taxpayers in the…
- By: Catherine Harris
- October 18, 2011 November 6, 2019
- 12:56
Industry weighs in on PRPPs, red tape
In their annual pre-budget submissions to the federal government, financial industry associations made suggestions about the proposed pooled registered pension plan scheme, streamlining financial regulations…
- By: Catherine Harris
- October 18, 2011 November 6, 2019
- 12:30