Paper still the preferred method of regulators and clients alike
Vehicles such as donor-advised funds can help clients give to small organizations over a period of time
Female books have more large clients, fewer small clients
Advisors can help clients improve their financial literacy
Roughly 40% of retirees did not choose when they stopped working
A new report finds charitable donations by HNW Canadians have returned to pre-recession levels
New campaign showcases success stories of designation holders
The Investment Industry Regulatory Organization of Canada’s new glossary of financial certifications is now available online.
The federal privacy commissioner reports that FINTRAC is receiving and holding personal information outside of its mandate
Making an efficient shift from accumulation to income calls for astute planning, especially for clients whose retirement income may threaten their OAS eligibility. For these clients, you may have to “melt down” their RRSPs