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white piggy bank with change canadian scattered around

Financial advisors, planners weigh in on the risks of borrowing to invest

Senior people walking on the beach

While most retirees believe they are in a financially strong position, about 15% describe their financial position as "poor"

advisor-client meeting

Before 2023 ends, take advantage of these two planning points


Court asked to approve two years worth of fees in ongoing receivership

Pension saving

For the first time, a second earnings ceiling will be used to determine additional contributions

  • By: IE Staff
  • November 1, 2023 November 1, 2023
  • 11:12
Books and money coins in the glass jar zoomed by the magnifying glass on blurred natural green background and added colour filter for financial and education concept

Go to the head of the class with these tax tips

Money garden

John Yanchus of Canada Life says annuities are increasingly popular in the current economic climate, and they have a lot going for them

Savings money jar full of coins concept for saving or investment for a house, retirement or education

Strategic withdrawals allow clients to smooth out their income levels over retirement

House of Commons in Ottawa

Here’s the status of tax proposals that matter to your clients

5994395 - front view of the canadian parliament building , with nobody showing

Changes to RESPs and RDSPs, caps on payday loans and leeway to increase the CDIC limit are all law now