Planning and Advice

Canadians fall short of goals by average of $45,000 Fallback Image Decorative pattern

Planning and Advice

Canadians fall short of goals by average of $45,000

Two thirds of Canadians are unable to reach their financial goals as quickly as they planned, finds a survey by Capital One and Credit Canada Debt Solutions.

By Staff |November 7, 2014

1 min read

Dementia puts families, advisors, at risk Fallback Image Decorative pattern

Planning and Advice

Dementia puts families, advisors, at risk

Alzheimer’s disease and other forms of dementia are forcing many advisors and their elderly clients into ethical and practical grey zones, reports Investment News.

By Staff |November 7, 2014

1 min read

CSA releases Fund Facts mock-up for investors Fallback Image Decorative pattern

Planning and Advice

CSA releases Fund Facts mock-up for investors

The Canadian Securities Administrators have released a sample Fund Facts document to help investors understand their mutual funds.

By Staff |November 5, 2014

1 min read

Advisors don’t understand rich donors: BMO survey Fallback Image Decorative pattern

Planning and Advice

Advisors don’t understand rich donors: BMO survey

Wealthy clients give to charity because they believe in the value of philanthropy, but advisors think donations are motivated by tax savings.

By Staff |November 5, 2014

2 min read