News and resources for Canada's top financial advisors
Est. 1998
Economic Indicators
Franklin Templeton study finds 46% of this group would consider postponing retirement
By Staff |May 8, 2019
2 min read
Industry
Refunds are indicative of poor tax planning, according to CIBC’s Jamie Golombek
By Staff |April 4, 2019
47% of those planning to retire solo are worried they'll outlive their retirement savings. Here are some tips.
By Staff |January 23, 2018
When Ottawa announced changes to EI parental leave benefits last year that will allow new mothers to receive benefits for 18 months, Heather Wilson was excited about the possibility of spending more time with her baby. But after digging into the changes, Wilson and her husband are probably going to stick with the 12-month option. […]
By Craig Wong, The Canadian Press |January 18, 2018
3 min read
FPSC suggested the title “representative” could be used for some professionals who haven’t received financial planning proficiencies.
By Staff |October 3, 2016
By 2051, retirees are expected to represent a quarter of Canada’s entire population, and by 2030, roughly 80% of new housing demand will come from people entering retirement, according to a Conference Board of Canada report covered by sister publication Canadian Business. Read: Advisors enhance retirees’ happiness And that new housing won’t look like your […]
By Staff |September 22, 2016
1 min read
Your clients might be interested in the Parliamentary Budget Officer's handy Budget 2016 tax calculator.
By Staff |September 6, 2016
Have your clients ever asked about an insurance policy covering a zombie outbreak? Or identity theft?
By Staff |September 1, 2016
The FPSC has created a new independent panel to oversee its financial planning standards.
By Staff |August 11, 2016
The guidelines aid planners in making medium- and long-term financial projections free from potential biases or predispositions, says a release.
By Staff |July 12, 2016
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