Planning and Advice

Planning and Advice

Sustainable Withdrawal Rates of common drawdown strategies

Help reduce the probability of clients running out of money in retirement

October 31, 2014

11 min read

Market Insights

Why the current retirement age hurts clients

Longevity risks, combined with a shrinking working population, are causing enormous shockwaves in the pension system.

By Jason M. Pereira |October 31, 2014

5 min read

Planning and Advice

Look better in front of clients: our best tips

Earlier this year, Advisor.ca set out on a mission to help advisors. We asked readers to contact us if they’d like to be made over. The results were a success. We were able to help several advisors with their challenges — from a fresher website, to updated office furniture, to a style makeover. Read the […]

By Staff |October 30, 2014

1 min read

Economic Indicators

9 considerations for successful business owners

Most Canadian business owners are concerned with being able to retire, as well as managing cash flow in profitable and challenging times.

By Staff |October 22, 2014

2 min read

Advisor analysis – Sterling Rempel

It is regrettable that Sheila’s husband died without a will…and it could happen to her. Does she have a will, an enduring power of attorney and a personal directive? If she became incapacitated, would her son have the authority to deal with her affairs? I would deal with those issues quickly.

3 min read

Planning and Advice

Sustainable Withdrawal Rates of common drawdown strategies

Why the current retirement age hurts clients

Look better in front of clients: our best tips

9 considerations for successful business owners

How to communicate with clients

Take this estate planning quiz

Advisor analysis – Sterling Rempel

Many Canadians don’t have a workplace retirement plan

Focus on company management when choosing stocks

What CASL means for advisors