Financial planning

Why clients with large RRSPs and RRIFs might benefit from earlier withdrawals

Strategic withdrawals allow clients to smooth out their income levels over retirement

By Rudy Mezzetta | July 11, 2023

3 min read

Almost half of Canadian investors plan to switch advisors: survey

After a volatile year in markets, more clients say they're willing to work with multiple providers

By Maddie Johnson | July 6, 2023

2 min read

FSRA extends timeline for approving title credentialing bodies through 2023

The regulator said those who use titles require more time to comply with the framework

By Staff | July 5, 2023

1 min read

How to properly plan the opening of an FHSA

Clients may be eager but timing is important

By Charles-Antoine Gohier | June 28, 2023

3 min read