News and resources for Canada's top financial advisors
Est. 1998
Estate Planning
Nigel Chamberlain (name changed) spent 35 years serving patients in his Calgary psychiatric practice and acting as an expert witness during court proceedings. But he’d neglected the investment side of his finances.
By Philip Porado |June 3, 2013
3 min read
Industry
The first Canadian baby boomers have hit official retirement age. Some may have retired early and later cohorts will wonder if they can follow suit. They all face the same questions: Is time on their side, or will they have to delay retirement? Will they have enough to live on?
By Scot Blythe |May 21, 2013
4 min read
Baby boomers are beginning to turn 65, but many may have decided to work longer.
By Christopher Mason |March 18, 2013
1 min read
Planning and Advice
Volatile markets make clients unsure about when they’ll stop working. How to plan for an uncertain time horizon.
By M. Jay Smith |February 11, 2013
7 min read
Portfolios may still be bruised, but the rising tide of boomers means it’s time to talk retirement.
By Christopher Mason |October 2, 2012
Tax News
A report by Generational Insight suggests that roughly 41.5% of the Canadian population consists of 'Matures' (those born between 1909 and 1946) and 'Baby Boomers' (those born between 1947 and 1966).
By Wilmot George |March 1, 2011
Latté or buzz juice? Health drink or tea? A client’s choice speaks volumes about the generational landscape.
By Philip Porado |December 1, 2008
19 min read
Besides what TV program is on at noon, the big question for soon-to-be retirees is how much money they will need to survive in their golden years.
By Bryan Borzykowski |February 6, 2008
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