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New formula may reduce DB plan payouts

Pension plans will use a new method for calculating commuted values as of Dec. 1

Eggs on nest

Feds announce relief measures for pension plans

The new rules allow catch-up contributions to DC plans

portrait of two businessmen in warehouse

Ontario proposal would exempt IPPs from pension legislation

The proposal, for which comments close Jan. 23, may be good news for your business-owner client

Senior couple doing the income tax declaration online

CI partners with MIT aging expert to boost retirement offering

Joseph Coughlin is the founder and director of MIT's AgeLab

middle aged man

A wealthy client faces an unexpected buyout

How to help with severance negotiations, pensions and early retirement

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Canadians want to know more about how retirement works

Study shows only 53% of respondents are confident in their ability to manage their investments during retirement

Three white eggs in the straw nest

Canada faces US$2.5-trillion pension shortfall: Mercer

In spite of this gap, Canada’s pension system moved up in global Mercer ranking

  • By: Staff
  • October 21, 2019 October 21, 2019
  • 12:39
pension pension or retirement concept with word on business office folder index

Pension regulators should focus on plan sustainability, report says

A C.D. Howe report recommends that financing standards should be principles-based

A shot of a senior asian man holding a tennis racquet

Trudeau pledges increases to OAS, CPP survivor’s benefit

The Liberals would raise OAS by 10% for seniors over the age of 75

  • By: Mark Burgess
  • September 18, 2019 September 18, 2019
  • 10:57
pension pension or retirement concept with word on business office folder index

Companies prioritize dividends, buybacks over pension deficits: CCPA

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

  • By: Staff
  • August 29, 2019 August 29, 2019
  • 11:14
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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
canadian money house on white background

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

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

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…