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What happens when your clients have to pay the bank to hold their money?

  • March 3, 2016 September 6, 2018
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Bryan Borzykowski, Toronto-based business journalist, weighs in on how the Liberals’ financial changes will affect Canadians.

  • December 9, 2015 September 6, 2018
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Clients can keep more money in their retirement accounts for longer. While that gives them more options, it could also mean they’ll end up with a larger estate.

  • November 11, 2015 September 6, 2018
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Personal debt levels are at record highs and that could become another problem for the Canadian economy.

  • October 14, 2015 September 6, 2018
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Bryan Borzykowski, Toronto-based business journalist, weighs in on laddered bonds

  • September 2, 2015 September 6, 2018
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Boomers have a lot more to worry about than simply making sure their money lasts through retirement. Economic factors could impact even a well-thought-out plan.

  • August 19, 2015 September 6, 2018
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For the under 50 high-net-worth set, money may be no object. But that doesn’t mean wealthy Canadians don’t need a sound financial plan.

  • July 22, 2015 September 6, 2018
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Over the past few years, retirement planning has undergone a major shift. Advisors used to tell people to get more conservative as they got older, which was fine when fixed income yielded strong returns. Now, though, with bonds barely offering any income anymore, advisors need to come up with other ways of making their clients’ […]

  • June 24, 2015 September 6, 2018
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Yielding stocks often help retirees with their day-to-day expenses, but with people living longer, it may be better to reinvest the dividends instead.

  • May 27, 2015 September 6, 2018
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These days, retirement doesn’t necessarily mean spending hours on a golf course or trekking around the world. People want to do other things with their new-found free time and, for many, that includes starting a business. According to a Global Entrepreneurship Monitor report, 18% of people who are involved in early-stage entrepreneurship are older than 55 and 7.9% are older than 65.

  • April 29, 2015 September 6, 2018
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