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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


Help an elderly woman get her estate in order

A gigantic family comes with gigantic considerations

Wooden box lined with hay from the chicken eggs

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
Wooden box lined with hay from the chicken eggs

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
Side view of a serious businessman scrolling on a tablet

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
Three white eggs in the straw nest

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

The Rideau Canal in Ottawa, Canada

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

Feds consulting on pension deficits and insolvency

Dividend payments, share redemptions and executive compensation packages could be restricted

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