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Couple calculating financial savings on internet

Canadians favour TFSAs over RRSPs

Educate clients so that they don’t fall into any traps

Senior woman websurfing on digital tablet

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…

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
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Hot topic: Which is a better retirement planning tool—RRSP or TFSA?

RRSP or TFSA: Where to stash your retirement cash?

  • February 20, 2014 September 6, 2018
  • 00:00

Hot topic: The role of mutual funds in a retirement income plan

The financial crisis of 2008 has caused some client hesitation around market-based investments. Yes, they offer good growth opportunities but what about the risks? In…

  • November 11, 2013 September 6, 2018
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Hot topics: Relevance and future of retirement annuities

There are no guarantees with most financial products—but that’s not the case with annuities. Here’s a product that provides stable, secure income for life, eliminating…

  • May 2, 2013 September 6, 2018
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Hot topics: CPP and OAS New Rules

he federal government recently made significant changes to the Canada Pension Plan (CPP) and Old Age Security (OAS). Will the new rules make a big…

  • February 4, 2013 September 6, 2018
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