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pension pension or retirement concept with word on business office folder index

Pension plan assets dipped in Q3 2018

Statistics Canada says plans' net income also declined in the quarter

Woman looking at map

When supporting adult children goes too far

Some Canadian parents may be jeopardizing their retirements with support for their grown-up kids

  • By: Staff
  • February 28, 2019 February 28, 2019
  • 09:32
PETER DAZELEY / GETTY IMAGES; ICON: 123RF STOCK PHOTO

Create a rewarding charity experience for senior clients

Knowing the basics can help advisors strengthen relationships

HALFPOINT / ISTOCKPHOTO WITH FILES FROM ANNA GRIGORJEVA / 123RF STOCK PHOTO; ICONS: 123RF STOCK PHOTO

Help an elderly woman get her estate in order

A gigantic family comes with gigantic considerations

Couple calculating financial savings on internet

Canadians favour TFSAs over RRSPs

Educate clients so that they don’t fall into any traps

  • February 21, 2019 February 21, 2019
  • 13:00
Senior woman websurfing on digital tablet

Financial sacrifices make it harder for women to save for retirement

Why a plan is critical

  • By: Staff
  • February 21, 2019 February 21, 2019
  • 11:45
Wooden box lined with hay from the chicken eggs

Q4 losses bring DB pensions into the red for 2018: RBC

A survey finds Canadian plans had a -0.7% return last year

  • By: Staff
  • February 5, 2019 February 5, 2019
  • 11:16
Wooden box lined with hay from the chicken eggs

Public pension plans minimizing contribution requirements: report

Using a high discount rate raises the risk that the plan won’t have enough assets

  • By: Staff
  • January 31, 2019 January 31, 2019
  • 14:28
Side view of a serious businessman scrolling on a tablet

Clients have a new retirement risk: regret

A study finds many Canadians are rethinking their decision to retire and trying to return to work

  • By: Staff
  • January 30, 2019 January 30, 2019
  • 11:00

FCA proposal would require guidance for post-retirement investing

The U.K. regulator is concerned too many pension plan members don't properly invest pension assets

  • By: Staff
  • January 28, 2019 January 28, 2019
  • 15:12
Three white eggs in the straw nest

Canadians worried about meeting lofty nest egg goals

Fewer than one in five are confident they can save what they think they'll need

  • By: Staff
  • January 14, 2019 January 14, 2019
  • 12:35

Canadian couple working in the U.S. faces retirement risks

These wealthy clients haven’t planned for the future

C.D. Howe Institute calls for changes to retirement savings rules

A memo to Bill Morneau asks for a higher contribution age and accumulation limit

  • By: Staff
  • November 30, 2018 November 30, 2018
  • 13:08

Feds consulting on pension deficits and insolvency

Dividend payments, share redemptions and executive compensation packages could be restricted

Should your client consider a copycat annuity?

What to know when commuting a pension

Five things that can sink your clients’ retirement ship

Most clients dream of cruising off into the sunset in retirement, but the journey is rarely that easy and carefree.

New Year’s resolutions for retirement planning

The dawn of the new year offers clients an opportunity to rethink and regroup, and to deal with some of those life and financial matters…

How clients can ramp up their retirement security

When it comes to retirement, many clients fear running out of cash while they still have plenty of living to do.

Supporting clients with dementia, and their caregivers

Dementia is an overarching term for a set of symptoms

Estate planning concerns for a blended family

Couple with kids from previous marriages considers adoption

Wealthy couple worries about worldwide estate value

Experts discuss tax mitigation and retirement options

When your clients know their date of death

With the assent of Bill C-14 in 2016, advisors will increasingly serve clients who choose medical assistance in dying. Here a financial planner, a lawyer…

The high costs of falling

Prevention and education can significantly reduce the risk of falls. A single fall can derail a carefully planned retirement. Advisors can learn the facts about…

Is your client emotionally ready to sell and rent?

Emotional, practical and physical factors are often as important as financial ones when it comes to selling the family home

Hot topic: Dealing with longevity risk

When clients transition from their “saving years” to having to live off their assets, they face a number of new risks. Primary among them is…

Hot topic: Should you become your clients’ estate planning expert?

The baby boomers have had an impact on Canadian society ever since they came kicking and screaming into the world between the years 1946 and…

Hot topic: What are the best sources of yield for retirees entering the drawdown phase?

Few would argue that the vast majority of Canadians are struggling to build a nest egg for their retirement. Millions of them are nearing, or…

  • June 9, 2014 September 6, 2018
  • 00:00