The benefits offered by GMWBs aren’t as rich as they used to be, but sales are still strong among conservative investors
Shifting assets toward equities, real-return bonds and other types of corporate bonds can help clients tackle the threat of inflation
Job losses will delay retirement for some
The Tax Court of Canada rules, somewhat reluctantly, in favour of the CRA
While the “late market” trading scandal of 2003 is long over, taxpayers are still fighting over the implications
Tax agency reports surge in questionable RRSP and RRIF tax-free withdrawal schemes
Uptake on TFSAs slow-moving, but contributions are healthy
And total percentage of monies invested into registered GICs fell year-over-year
New measure will be particularly helpful for beneficiaries in situations in which a fundholder died in the latter half of 2008