Pension plan assets dipped in Q3 2018
Statistics Canada says plans' net income also declined in the quarter
Top Stories in Retirement
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 February 28, 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
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
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
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
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
- By: Suzanne Yar Khan
- December 19, 2018 December 19, 2018
- 12:27
Canadians working in the U.S. face retirement risks
The situation Gordon Ayade* is a Canadian citizen living in Ann Arbor, Mich. A celebrated psychiatrist, Ayade attended medical school at McMaster University where he…
- By: Stuart Dollar
- December 19, 2018 December 19, 2018
- 00:05
Brought to you by: Sun Life Financial
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
- By: Yaelle Gang, Canadian Investment Review
- November 30, 2018 November 30, 2018
- 10:47
Should your client consider a copycat annuity?
What to know when commuting a pension
- By: Lea Koiv and Alexandra Macqueen
- October 15, 2018 October 16, 2018
- 17:00
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
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
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…
- By: Camilla Cornell
- September 9, 2014 September 6, 2018
- 00:00
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