News and resources for Canada's top financial advisors
Est. 1998
Tax News
Tories also propose enhancing existing tax credit for low-income earners
By Rudy Mezzetta |April 28, 2022
3 min read
Economic Indicators
The oldest baby boomers just turned 76; the youngest will turn 85 in 2050
By Laura Osman, The Canadian Press |April 27, 2022
Eligible seniors would receive up to $1,000 more annually
By The Canadian Press |April 25, 2022
1 min read
Industry
Life expectancy changes may reshape policy decisions
By Jordan Press, The Canadian Press |April 25, 2022
American SRO proposes rule to accelerate resolutions for vulnerable investors
By James Langton |March 18, 2022
2 min read
Advisor's Edge
Thorough KYC lays the groundwork for advisory action
By Michelle Schriver |March 14, 2022
The bank was fined $400,000 after it overcharged seniors $31 million
By James Langton |September 30, 2021
The measures are intended to help protect older and vulnerable clients
By James Langton |July 15, 2021
Financial industry can be the first line of defence against exploitation of vulnerable investors
By James Langton |June 16, 2021
According to the CSA, 91% of Canadians say they face barriers to discussing finances with older adults
By Staff |June 15, 2021
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