The surge in cohabiting couples has created much confusion over the rights of unmarried spouses. It’s crucial to ensure both you and your clients who live common-law are aware of the key rules that affect their finances
Financial advice and emotional support
After your client dies, your advice and support can be of immeasurable value to a family and an executor who may be struggling to complete the complex process of settling the estate
One-third of Canadians have not engaged in a detailed discussion with their partner about their retirement plans
Editorial
Lack of funds the main reason given for not having a plan in place
Having a realistic financial plan and maximizing the tax-efficiency of investments are growing issues for Canadians
Canadians positive about their finances
4 out of 10 Canadians are looking for tools to help them track their finances more effectively: poll
With RRSP season ramping up, the Financial Planning Standards Council is encouraging Canadians to take a more comprehensive planning perspective for retirement and other lifestages.According to the FPSC’s Value of Financial Planning study, 61% of Canadians who engage in comprehensive financial planning feel confident they will be satisfied with their financial situation upon retirement, as […]