How wealthy are Canadians approaching retirement?
A C.D. Howe paper tracks the impact of housing prices on retirement wealth
Latest news in Retirement News
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
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
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 March 26, 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
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
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
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
- By: Suzanne Yar Khan
- July 13, 2018 October 29, 2018
- 00:00
Expert confidential: Dr. Arlin Pachet
What to expect in a capacity assessment
- By: Susan Goldberg
- July 13, 2018 September 10, 2018
- 00:00
Canadians underestimate retirement costs: study
Canadians aren’t saving as much for retirement as their global peers and are underestimatimg the costs of retirement, says a report from Schroders. The Global…
- By: Staff
- July 11, 2018 September 6, 2018
- 00:00
Are you entitled to a commuted value?
Rules on commuting pensions and how values are calculated
- By: Lea Koiv and William C. Kennedy
- June 18, 2018 September 9, 2018
- 00:00
CPP: A good bang for the buck?
Evaluating the Canada Pension Plan's value
- By: Curtis Davis
- June 18, 2018 September 9, 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
Does your elderly client need dispute resolution?
How such a service works
- By: Susan Goldberg
- May 18, 2018 September 6, 2018
- 00:00