Risk Management

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Travellers bring underwear, forget insurance

Vacations aren’t always carefree

By Staff |October 22, 2013

2 min read

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Briefly: “ScotiaLife expands insurance business” and more news

Scotiabank Group has rolled out three new individual term life insurance products, which will be available at its ScotiaLife Financial Insurance Centres. In addition, it announced the opening of its second retail ScotiaLife Financial Insurance Centre, located in downtown Toronto. The term life offering marks the first individual life insurance products available through ScotiaLife Financial. […]

By Staff |November 25, 2010

3 min read

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Dundee deal helps define wealth market

The wealth management landscape in Canada changed on Monday, with the announcement that Scotiabank would buy DundeeWealth. While the obvious change in the industry was the elevation of Scotia within the asset management business, the deal helped define the market, according to Bruce R. Jackson, president and chief operating officer of Cumberland Private Wealth Management. […]

By Steven Lamb |November 24, 2010

3 min read

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Financial firm named top corporate culture

Desjardins Group, a national winner in Canada's 10 Most Admired Corporate Cultures of 2010 Program. Winners were chosen by the program's board of governors, established in 2005 by Waterstone Human Capital.

By Staff |November 18, 2010

1 min read

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Opinion: The importance of financial literacy

Financial literacy is the elephant in the room that is finally getting the attention it deserves. With the federal Task Force on Financial Literacy preparing to send its recommendations to the government next month and more plain-language investor information coming to mutual and segregated funds early next year, discussion of how to address this crucial […]

By Blake C. Goldring |November 11, 2010

3 min read

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Cross-border planning full of conflict

Financial planning is a knotty exercise at the best of times. Imagine then the complexity of it when it must be done around assets, owners and interests that straddle borders. Now more than ever, individuals and their families are moving back and forth between Canada and the U.S. for personal and professional reasons. This creates […]

By Vikram Barhat |November 10, 2010

5 min read

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Canadians expect later retirement

Canadians are coming to grips with the notion that their original retirement plan might not work out as they expected, according to a survey by AXA. The 2010 edition of the Retirement Scope survey found an increasing number of Canadians now believe they will have to work later into life than they had planned. On […]

By Steven Lamb |November 9, 2010

2 min read

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Embracing bond strategies

Have you ever had the feeling something wasn’t quite right but couldn’t pinpoint the reason? My four-year-old son and his friends recently found my electric razor and used it to shave my son’s left eyebrow. My wife and I stared at him on and off for hours before we figured out what was wrong with […]

By Keith Pangretitsch |October 1, 2010

5 min read

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Munro: When New Years’ resolutions include divorce

I was skiing over the holidays with a friend who happens to be a lawyer specializing in family law. When I casually asked about her business she told me the holiday season is often the calm before the storm. It turns out many couples put troubled marriages on hold through December. Then, they ring in […]

January 20, 2010

5 min read

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Packing away your TFSA

Many consider the Tax-Free Savings Account (TFSA) to be the most versatile savings account available to Canadians. Not only does it provide tangible benefits such as tax-free income and withdrawals, but it is available to all adult Canadians regardless of age or income level. Unlike other tax-efficient plans that restrict contributions and/or withdrawals based on […]

By Wilmot George |January 4, 2010

4 min read

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