Speaking at the Institute of Advanced Financial Planners Symposium in Nanaimo, B.C. on Thursday, Tanya Staples delivered an overview of her research on how prepared Canadian men and women are for retirement. Staples is a professor of financial planning & research at Conestoga College Institute of Technology and Advanced Learning’s School of Business.

“I’ve always thought that the way we approach our health is often how we approach our finances,” Staples told her audience. “Avoid, avoid, ignore, ignore, until something terrible happens.”

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Advisors affected by the CIRO cyberbreach in August may see sensitive registration data — including names, addresses, email addresses, birthdates and even physical attributes — compromised. As James Langton reports, there are indications some of this data may already be on the dark web.

With the fall federal budget date confirmed as Nov. 4, Jonathan Got takes a look at the Canadian Forum for Financial Markets’ pre-budget submission. The association’s wish list includes tweaks to RRIF and RRSP rules, tax reforms and a balanced budget.

The number of account holders who overcontributed to their TFSAs quadrupled in the past decade, growing much faster than the number of overall accounts. In 2024, overcontribution penalties assessed by CRA totalled $166.2 million. Jonathan Got dove into the numbers for us.

Growth without careful planning can threaten your practice. Kevin Hayes outlines three key steps to help ensure you create capacity with purpose and shares a case study of one firm that doubled its revenue in 18 months.