News and resources for Canada's top financial advisors
Est. 1998
to
Industry
Get an early start on your next round of CE requirements with our full slate of courses at CE Corner.
By Staff |October 2, 2015
1 min read
Estate Planning
If clients aren’t prepared to live past age 90, they risk running out of money
January 16, 2015
12 min read
The MFDA's looking for about 10 reps to participate in a working group to discuss appropriate content for an ETF course.
By Staff |December 5, 2014
Your Business
Course Summary Financial planner and market theoretician Jim Otar debunks common misconceptions concerning distribution portfolios. This course is accredited by IIROC, FPSC, The Institute for Advanced Financial Education, and the Insurance Council of Manitoba. Please see Accreditation Details for more information. Some of the most common precepts of retirement planning don’t hold up under close scrutiny. […]
December 2, 2014
19 min read
Market Insights
A recent paper by the C.D. Howe Institute’s William B.P. Robson and Alexandre Laurin suggests mandatory RRIF withdrawal rates are the main cause of premature portfolio depletion.
November 26, 2014
5 min read
The current CE cycle ends December 31, and CE Corner has you covered.
By Staff |November 13, 2014
MFDA advisors might soon find themselves subject to higher proficiency standards.
By Evelyn Juan |November 6, 2014
2 min read
Earn CE credits “Compendium of sustainable withdrawal rates, part 2” is eligible for CE credits, see Accreditation details for more information Course summary: Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for many different variables, asset allocation methods and withdrawal strategies. You must successfully complete the course, “Purpose-Driven Sustainable […]
September 24, 2014
9 min read
Earn CE credits “Compendium of sustainable withdrawal rates, part 1” is eligible for CE credits, see Accreditation details for more information. Course summary: Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for many different variables, asset allocation methods and withdrawal strategies. You must successfully complete the course “Purpose-Driven Sustainable […]
September 12, 2014
13 min read
Tax
It’s hard to retire in this economy, but these strategies can help you stretch your retirement funds.
By Dean DiSpalatro |December 30, 2013
4 min read
A common misconception about retirement income planning is that if a portfolio doesn’t grow as planned, all you need to do is bring down withdrawals for a year and it will be back on track for lifelong income.
October 23, 2013
10 min read
Longer life spans mean retirees must do more with less.
By Dean DiSpalatro |August 14, 2013
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.