Audits at RBC DS highlight the importance for advisors to exercise caution when assisting clients with complex tax planning
“Financial planner” title should be provincially regulated and restricted, report says
There are some financial planning moves that can ensure clients save some costs and defer certain taxes as 2009 draws to a close
It depends on the client — and many other factors, such as the client’s risk tolerance and whether the pension is indexed
Retirees and those approaching retirement are cutting back on their expenses because of the recession; they don’t need to, experts say
Advisors and their clients should consider how financial planning arrangements are affected when seniors keep working
Twice as many boomers say home ownership is a financial priority compared to a year ago
Economic outlook, leading a healthy lifestyle, and finding reliable investment advice, among the fastest rising concerns among Canadian women
Canadian women have a very pragmatic view of financial success
> 85% of Canadians believe that it is important to build up their personal savings> only 65% have some savings or investments set aside for the future> about 25% have written financial plans that include clear investment goals> 60% worry that they do not have enough savings to meet their financial needs > 46% say […]