Planning and Advice

Advisor's Edge

Client confidential: Celine Hui

A 25-year-old with a savings plan

By Susan Goldberg |January 25, 2018

3 min read

Estate Planning

How to educate clients about prenups

Practical tips for advisors to implement

By Nathalie Boutet |January 23, 2018

3 min read

Industry

Dealers still doing inadequate KYC, finds IIROC

IIROC’s priorities for the year ahead include compliance around CRM2, pre-trade risk controls, cybersecurity and online advice. The self-regulatory organization (SRO) released its annual Compliance Priorities Report Thursday outlining its focus for the year ahead. The report identified compliance concerns around CRM2 related to KYC information. IIROC reported that it continued to find dealers who […]

By Staff |January 18, 2018

2 min read

Planning and Advice

New Year’s resolutions for retirement planning

The dawn of the new year offers clients an opportunity to rethink and regroup, and to deal with some of those life and financial matters they’ve been avoiding.

By Camilla Cornell |January 18, 2018

2 min read

The high costs of falling

Prevention and education can significantly reduce the risk of falls. A single fall can derail a carefully planned retirement. Advisors can learn the facts about seniors and falling, and how to make their offices — and their clients’ retirement plans — more resistant to falls.

By Susan Goldberg |December 22, 2017

5 min read

Engage older workers to boost the economy: report

Canada needs to reduce barriers to employing older workers as the aging population grows, a report from PwC says. Canada ranked 16 out of 34 OECD countries in PwC’s Golden Age Index, a weighted average of seven measures for workers aged 55-69, including employment rate, training and earnings. Canadians over 65 will make up nearly […]

By Staff |December 13, 2017

1 min read

Seniors financially supporting younger generations: survey

It’s not uncommon for seniors to help their children and grandchildren with paying down debt, making down payments, and covering the cost of education and childcare, a survey from HomEquity Bank says. The survey was conducted in late October at the Toronto Zoomer Show. Roughly one-fifth of the 682 respondents said they’ve provided one-time financial […]

By Staff |December 11, 2017

1 min read

Planning and Advice

Client confidential: Celine Hui

How to educate clients about prenups

Dealers still doing inadequate KYC, finds IIROC

New Year’s resolutions for retirement planning

The high costs of falling

How clients can ramp up their retirement security

Engage older workers to boost the economy: report

Seniors financially supporting younger generations: survey

U.S. millennial advisors adopting financial planning services

Is your client emotionally ready to sell and rent?