A couple in Vancouver say they have suffered enough by investing in equities and would like to fund their retirement with safe investments. One advisor says that’s achievable; another says it would be difficult without some equities exposure
Some clients may have children with ambitions of becoming professional athletes. Here are the costs — both financial and otherwise — that you should help them understand and prepare for
But the prospects for two major U.S. firms and one prominent Canadian player differ quite significantly
Many older clients find themselves with valuable homes but too little cash. Renting part of the house might avoid selling or remortgaging
Age eligibility for old-age security is changing because of looming funding problems as the population ages. But clients most affected by the new rules will have a lot of time to plan. Financial advisors can help them get started
Although four of the big U.S. banks still face significant challenges, there are several reasons to be optimistic about them
Three major U.S. big-box retailers are expecting to see gradual improvement as more Americans get back to work
Darren, a 48-year-old divorced father who has no company pension plan and only $200,000 in retirement savings is concerned that he may not have enough to fund his retirement. Two advisors recommend strategies for Darren to meet his goals
Every year, many canadians move to take a new job – sometimes because it pays more or has better promotion prospects, sometimes as a transfer to a new position with the same employer. And sometimes people move because they want to live in the new location for lifestyle reasons or to be nearer to family. […]
Tax increases are minimal and some provinces have even managed to provide tax breaks