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Should your client consider a copycat annuity?

What to know when commuting a pension

For seniors, divorce can mean emotional but not financial freedom

Divorcing later in life can seriously impact one’s finances

  • By: Sharon Ho
  • October 15, 2018 October 15, 2018
  • 16:43
Arrows leave comfort zone

OSC offers ideas to remove retirement planning barriers

Tactics to triumph over client inertia

  • By: Staff
  • July 27, 2018 September 7, 2018
  • 00:00

Advice for an active senior facing longevity risk

Client who might live to 100 has questions

Health insurance concept.

Expert confidential: Dr. Arlin Pachet

What to expect in a capacity assessment

Canadians underestimate retirement costs: study

Canadians aren’t saving as much for retirement as their global peers and are underestimatimg the costs of retirement, says a report from Schroders. The Global…

  • By: Staff
  • July 11, 2018 September 6, 2018
  • 00:00

CPP: A good bang for the buck?

Evaluating the Canada Pension Plan's value

Are you entitled to a commuted value?

Rules on commuting pensions and how values are calculated

palm youth and adults

Supporting clients with dementia, and their caregivers

Dementia is an overarching term for a set of symptoms

Does your elderly client need dispute resolution?

How such a service works

Casual Loving Husband and Wife Multi Racial Couple Portrait 

Estate planning concerns for a blended family

Couple with kids from previous marriages considers adoption

Help clients design end-of-life plans

Assistance for navigating a tough time

When retirees are overextended by extended family

Unpleasant surprises can await clients who have planned for reduced expenses in retirement

Deceased mom’s estate causes tax nightmare

Not getting professional advice was just one of her mistakes

OSC outlines initiatives to help Ontario’s senior investors

The OSC has outlined new initiatives to respond to the needs of older investors.

  • By: Staff
  • March 20, 2018 September 6, 2018
  • 00:00

What’s the most tax-efficient retirement income source?

Here's help to find the answer to this pressing client question

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.

Wealthy couple worries about worldwide estate value

Experts discuss tax mitigation and retirement options

Divorce leads to small business headaches

What happens when business can't go on as usual?

  • By: Simon Doyle
  • September 22, 2017 September 6, 2018
  • 00:00

Case study: Small business owner debates expansion

How much should tax brackets matter?

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