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
Top Stories in Retirement
CI partners with MIT aging expert to boost retirement offering
Joseph Coughlin is the founder and director of MIT's AgeLab
- By: Maddie Johnson
- December 3, 2019 December 3, 2019
- 11:27
A wealthy client faces an unexpected buyout
How to help with severance negotiations, pensions and early retirement
- By: Suzanne Yar Khan
- November 29, 2019 November 28, 2019
- 12:00
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
- By: Maddie Johnson
- November 13, 2019 November 13, 2019
- 13:27
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 regulators should focus on plan sustainability, report says
A C.D. Howe report recommends that financing standards should be principles-based
- By: James Langton
- September 26, 2019 September 27, 2019
- 14:37
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
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
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
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