Companies prioritize dividends, buybacks over pension deficits: CCPA
A report finds large Canadian firms are paying shareholders while maintaining pension shortfalls
Top Stories in Retirement
Income plays small part in Canadians’ financial anxiety: survey
Age and gender are more significant factors, the Angus Reid Institute finds
- By: Staff
- August 14, 2019 August 14, 2019
- 13:09
FP Canada survey finds more parents delaying retirement to help kids buy homes
Good intentions are causing financial strain
- By: Staff
- July 22, 2019 July 22, 2019
- 16:26
DB pension plans remain stable in Q2, Mercer says
Strong equity market performance has protected plans that are otherwise exposed
- By: Staff
- July 2, 2019 July 2, 2019
- 15:24
Retirees want more than investment tips from advisors: survey
Plus, how a financial plan impacts a client's retirement outlook
- By: Staff
- June 24, 2019 June 24, 2019
- 13:03
How senior clients perceive charitable giving
A survey provides insights
- By: Staff
- June 20, 2019 June 24, 2019
- 14:42
How ALDAs could help your client manage longevity risk
With this new product, payments can be deferred to age 85
- By: Michelle Schriver
- May 24, 2019 May 24, 2019
- 09:00
How wealthy are Canadians approaching retirement?
A C.D. Howe paper tracks the impact of housing prices on retirement wealth
- By: Staff
- March 28, 2019 March 28, 2019
- 10:50
When your senior client wants to take on risk
What to do when income isn’t enough
- By: Michelle Schriver
- March 25, 2019 March 27, 2019
- 00:00
Pension plan assets dipped in Q3 2018
Statistics Canada says plans' net income also declined in the quarter
- By: Staff
- March 13, 2019 March 13, 2019
- 12:08
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
Create a rewarding charity experience for senior clients
Knowing the basics can help advisors strengthen relationships
- By: Jessica Bruno
- February 25, 2019 March 26, 2019
- 00:00
Help an elderly woman get her estate in order
A gigantic family comes with gigantic considerations
- By: Suzanne Yar Khan
- February 25, 2019 February 25, 2019
- 00:00
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
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
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
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.
- By: Camilla Cornell
- February 22, 2018 September 6, 2018
- 00:00
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…
- By: Camilla Cornell
- January 18, 2018 September 6, 2018
- 00:00
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.
- By: Camilla Cornell
- December 21, 2017 September 6, 2018
- 00:00
Supporting clients with dementia, and their caregivers
Dementia is an overarching term for a set of symptoms
- By: Susan Goldberg
- June 7, 2018 September 10, 2018
- 00:00
Estate planning concerns for a blended family
Couple with kids from previous marriages considers adoption
- By: Suzanne Yar Khan
- May 11, 2018 September 10, 2018
- 00:00
Wealthy couple worries about worldwide estate value
Experts discuss tax mitigation and retirement options
- By: Suzanne Yar Khan
- November 27, 2017 September 6, 2018
- 00:00
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…
- By: Susan Goldberg
- January 25, 2018 September 6, 2018
- 00:00
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…
- By: Susan Goldberg
- December 22, 2017 September 6, 2018
- 00:00
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
- By: Susan L. Goldberg
- November 30, 2017 September 6, 2018
- 00:00
Canadians favour TFSAs over RRSPs
Educate clients so that they don’t fall into any traps
- February 21, 2019 February 21, 2019
- 13:00
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
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…
- By: Camilla Cornell
- December 2, 2014 September 6, 2018
- 00:00