News and resources for Canada's top financial advisors
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Tax News
Canada can’t afford your clients anymore. This is evinced by recent changes to CPP, and a looming increase in OAS eligibility age to 67 for anyone born after 1958.
By Suzanne Sharma |January 14, 2013
9 min read
Your Business
Earn CE credits “Stress Testing Your Retirement Plan: ‘How Big is My Cushion?’” is eligible for CE credits, see Accreditation details for more information The single most important question of a client close to or in retirement is, “Do we have enough money to retire?” To measure the financial capacity of a client, I categorize […]
November 2, 2012
10 min read
Industry
With insurance companies pulling back from guaranteed income products , many are saying the time to buy them, or any annuity based offerings for that matter, is now.
By Staff |May 17, 2012
2 min read
Earn CE credits “Perpetual distribution rates” is eligible for CE credits, see Accreditation details for more information It might be a friend from your church, an acquaintance at a charity or a foundation, or even a concerned HNW client. Sooner or later, someone will ask you, “Can my portfolio last forever?” This continuing education course […]
May 17, 2012
The logic and technique behind stress-testing client portfolios
By Scot Blythe |February 1, 2012
8 min read
Picture this: You have a client - 10 years away from retirement - who comes to you for retirement advice. You spend several hours, maybe a full day with him, going over many different retirement scenarios.
November 21, 2011
3 min read
In September 2010, members of the Institute of Advanced Financial Planners met in Banff, Alberta to consider the organization’s annual case study. This year’s case involved a client everyone could identify with: a fellow CFP.
By Steven Lamb |February 1, 2011
5 min read
The final round is upon is. From our list of 20 finalists, you have given us your Top 10
January 17, 2011
1 min read
“I think the topic is part of a bigger personal finance issue regarding how much retirement income should come from defined benefit pensions and their implicit life annuities, versus income from discretionary liquidation of an investment portfolio,” says, retirement expert Moshe Milevsky, director of the Individual Finance and Insurance Decisions Centre and an associate professor […]
By Mark Noble |July 30, 2008
(March 31, 2006) A Quebec man who operated an income tax filing service has been slapped with a 12-month prison sentence and a $533,251 fine after pleading guilty to tax evasion charges. A CRA investigation revealed that between 1997 and 2002, Christian Avard, operating under the business name Le Pro de l’impot, encouraged many of […]
By Staff |March 27, 2006
16 min read
(June 11, 2004) Jovian Capital Corporation has announced it is acquiring Leon Frazer & Associates Inc., an investment counsellor with approximately $735 million in assets under management. The company will be held through Jovian’s wholly-owned subsidiary Jovian Asset Management Inc., with the deal set to close on or about July 15, 2004. “With this acquisition, […]
By Staff |June 7, 2004
(October 23, 2003) It’s been a fairly low-profile first year of existence for The Institute of Advanced Financial Planners (IAFP), the industry association for advisors holding the R.F.P. designation. After focusing on building the association and signing up members, the IAFP will show a more public face next week with its first ever conference in […]
By Doug Watt |October 23, 2003
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