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Business adviser analyzing financial figures of the company while meeting

RRSP contributions remain steady despite Covid-19, advisors say

Increased savings and a hot market mean many advisors are managing client FOMO

Senior Couple With Financial Advisor At Home

Pandemic influencing retirement priorities, survey says

More Canadians are thinking about aging at home and living closer to family

  • By: Staff
  • February 18, 2021 February 18, 2021
  • 11:06
Three white eggs in the straw nest

Pension funds ride stock markets to solid gains

The median Canadian pension plan finished a volatile year with a 10% gain, a report from Northern Trust says

A shot of a senior asian man holding a tennis racquet

Outdated assumptions, conflicts may be guiding advice on CPP timing: report

New research finds that delaying CPP is the surest way to secure lifelong income


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


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

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
Financial Advisor Assisting Senior Couple

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
Background of Canadian money: 5,10,20,50,100 dollar bills and coins, loonie, toonie, quarter, dime, nickel, penny

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

canadian money house on white background

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

pension pension or retirement concept with word on business office folder index

Pension plan assets dipped in Q3 2018

Statistics Canada says plans' net income also declined in the quarter

  • By: Staff
  • March 13, 2019 March 13, 2019
  • 12:08
Woman looking at map

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