News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
Your client is on the verge of retirement, but you’ve just found out he’s been spending well beyond his means — so much so he might not be able to retire.
By Suzanne Sharma |June 17, 2013
2 min read
Economic Indicators
The CPP Fund ended its fiscal year on March 31, 2013 with net assets of $183.3 billion.
By Staff |May 17, 2013
Industry
Three vice-chairpersons have been appointed to the new Social Security Tribunal.
By Staff |May 6, 2013
1 min read
In the past, appeals over social security funding were divided between four separate tribunals.
By Staff |April 1, 2013
Tax implications of pension plan are still relevant for the rich.
By Maureen Glenn |March 18, 2013
5 min read
How does Canada's current public retirement system stack up against the U.S.'s?
By April Scott-Clarke and Victor Chen |March 6, 2013
4 min read
As many as six million Canadians are at risk of a significant decline in standard of living when they retire.
By Staff |February 21, 2013
Global equity and real estate returns boosted Canadian pensions in Q4 2012.
By Staff |January 29, 2013
Tax News
Canada can’t afford your clients anymore. This is evinced by recent changes to CPP, and a looming increase in OAS eligibility age to 67 for anyone born after 1958.
By Suzanne Sharma |January 14, 2013
9 min read
Canadian finance ministers have realized Canadians aren’t saving enough for retirement.
By Staff |December 17, 2012
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