Financial planning

Tax News

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

Industry

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

Industry

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

Tax News

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

Industry

Industry moves this week

Manulife names new public markets CIO

By Katie Keir |June 27, 2023

1 min read

Planning and Advice

Canadians’ confidence in ability to retire on time plummets: Report

A new survey shows Canadians anticipate working an average of six years longer than they would like

By Staff |June 26, 2023

2 min read

Industry

The pros and cons of professional associations

Advisors discuss the challenges and opportunities that arise when associations take positions on controversial industry topics

By Michelle Schriver |June 20, 2023

4 min read

Industry

New Brunswick passes title protection legislation

Like Ontario and Saskatchewan, the province will restrict use of "financial planner" and "financial advisor"

By Staff |June 19, 2023

2 min read

Industry

Canadians’ financial stress on the rise: surveys

Financial planning can help ease inflation-fuelled anxiety, the research found

By Maddie Johnson |June 15, 2023

3 min read

Economic Indicators

Household debt level rises as interest rates bite into cash flow

Higher inflation and debt payments are exceeding income growth

By The Canadian Press |June 14, 2023

2 min read

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