News and resources for Canada's top financial advisors
Est. 1998
Planning and Advice
New research looks at what's preventing advisors from recommending home equity release schemes
By Mark Burgess |September 27, 2023
2 min read
Economic Indicators
Reducing hours and stress could entice older workers to stay employed, survey finds
By James Langton |August 1, 2023
Life
Clients can see annuities as an attractive alternative to managing their own retirement investments
By Rudy Mezzetta |July 13, 2023
Tax News
Strategic withdrawals allow clients to smooth out their income levels over retirement
By Rudy Mezzetta |July 11, 2023
3 min read
A new survey shows Canadians anticipate working an average of six years longer than they would like
By Staff |June 26, 2023
Study argues for providing Canadians more retirement savings room, allowing OAS/CPP deferral after 70
By Rudy Mezzetta |June 22, 2023
Industry
Financial planning can help ease inflation-fuelled anxiety, the research found
By Maddie Johnson |June 15, 2023
Four in 10 respondents set no money aside for retirement in the past year
By The Canadian Press |June 15, 2023
Rating agency says strategic partnership has attractive benefits for all players
By James Langton |June 7, 2023
Performance partially offset by declines in both equities and fixed income across major markets
By The Canadian Press |May 24, 2023
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.