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Companies prioritize dividends, buybacks over pension deficits: CCPA

A report finds large Canadian firms are paying shareholders while maintaining pension shortfalls

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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
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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
financial protection for the future - growth treasure

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
Financial Advisor Assisting Senior Couple

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
Background of Canadian money: 5,10,20,50,100 dollar bills and coins, loonie, toonie, quarter, dime, nickel, penny

How senior clients perceive charitable giving

A survey provides insights

  • By: Staff
  • June 20, 2019 June 24, 2019
  • 14:42
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How ALDAs could help your client manage longevity risk

With this new product, payments can be deferred to age 85

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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
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When your senior client wants to take on risk

What to do when income isn’t enough

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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
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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
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Create a rewarding charity experience for senior clients

Knowing the basics can help advisors strengthen relationships

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Help an elderly woman get her estate in order

A gigantic family comes with gigantic considerations

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.

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

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…