News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
Federal Finance Minister Jim Flaherty appears set to discard the option of enhancing the Canada Pension Plan, heading into the meeting with his provincial counterparts in Kananaskis, Alberta. Last week Flaherty proposed a private sector solution to Canada’s future retirement funding crisis, which would allow workers without a pension plan to contribute to a pooled […]
By Steven Lamb |December 20, 2010
1 min read
Industry
One in six retirees are currently without the financial resources to replace three-quarters of their pre-retirement consumption, the amount often used as the basis of retirement planning. That number is expected to increase to at least two in five over the next 40 years, according to a study released today by the C.D. Howe Institute. […]
By April Scott-Clarke |December 17, 2010
2 min read
Only days before federal and provincial finance ministers converge in Kananaskis, Alta., Finance Minister Jim Flaherty has released a draft framework for pooled registered pension plans (PRPPs).
By April Scott-Clarke |December 16, 2010
3 min read
A Hearing Panel of the Investment Industry Regulatory Organization of Canada (IIROC) has found that Dale Richard Wells engaged in business conduct unbecoming or detrimental to the public interest when he acted in the role of an advisor without being registered as one. The panel’s full Reasons for Decision are available on the IIROC website. […]
By Staff |November 11, 2010
4 min read
Tax News
Your client just finished his or her last day of work and tomorrow begins the new adventure of planning out the retirement years. He or she is now thinking about winter vacations, golf-course memberships, summer trips with grandchildren and possibly even a winter home down south.
By Mike George |November 1, 2010
8 min read
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