News and resources for Canada's top financial advisors
Est. 1998
Industry
Canadian baby boomers are concerned about caring for their parents and financially assisting their adult children, according to a Scotiabank study.
By Staff |June 26, 2014
2 min read
Planning and Advice
Your boomer clients are retiring, so they’re going to be spending the money in their portfolios.
By Dean DiSpalatro |February 7, 2014
1 min read
Market Insights
Your boomer clients are retiring, so they’re going to be spending the money in their portfolios. Most clients need to stay invested—and do well—if they’re to meet retirement spending targets. But some can’t handle the risk needed to fund all their lifestyle goals. You’ll be the one who delivers this news. Here are some strategies for making the message click.
5 min read
In broad strokes, boomers have spent much of their lives embracing risk. This generation was one of the most entrepreneurial, allowing many to accumulate substantial wealth. They embraced professional advice to manage their personal finances, and all was supposed to be well as they passed into retirement.
By Staff |January 20, 2014
4 min read
Advisors have four main types of clients.
By Dean DiSpalatro |January 7, 2014
3 min read
Staying in their own homes and paying for home care is the most appealing option for 83% of boomers heading into retirement, according to an RBC poll.
By Staff |October 24, 2013
The baby boomer market will be worth US$15 trillion by the end of the decade, but many big companies are missing their chance to cash in.
September 18, 2013
Longer life spans mean retirees must do more with less.
By Dean DiSpalatro |August 14, 2013
Millennials are starting to invest for the future at a much younger age than their parents' generation, undeterred by higher tuition costs, reports of shrinking job prospects and higher housing prices, according to the TD Investor Insights Index.
By Staff |July 22, 2013
One-in-five boomers admit they’d put their own financial security at risk to help support their adult children, finds a TD study.
By Staff |June 24, 2013
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