Planning and Advice

Planning and Advice

How can Canada better address pension portability?

Defined benefit membership is continuing to fall

By Jennifer Paterson, Benefits Canada |November 29, 2017

10 min read

Planning and Advice

Wealthy couple worries about worldwide estate value

Experts discuss tax mitigation and retirement options

By Suzanne Yar Khan |November 27, 2017

10 min read

Planning and Advice

Why IPPs can help more business owners than you’d expect

Wages and ages matter

By Lea Koiv and William C. Kennedy |November 24, 2017

7 min read

Planning and Advice

Canada behind peers in raising retirement age: report

Canada is not keeping up with its G7 peers

By Staff |November 23, 2017

1 min read

Questions to ask an aspiring small business owner

In the first 10 minutes of a meeting, your client says: We went leaf-peeping on the Cabot Trail. We had a great time but our B&B was horrible. I could do it so much better! At that moment Later in the meeting Offer to look at your client’s portfolio and help her figure out how […]

By Gil Martinez |November 17, 2017

2 min read

What 80-somethings expect from their advisors

Client expectation: I expect my advisor to help me understand my options if I lose my independence. For instance, can I afford care with an income of OAS, CPP and a lump sum from the sale of my home? – Ruth Howland, 83, great-grandmother, music lover, Lower Woodstock, N.B. Advisor solution: Vanessa Flockton Financial advisor, […]

November 15, 2017

4 min read

How are you preparing for succession?

Pravin Kumar First vice-president and portfolio manager, CIBC Wood Gundy, Vancouver I’ve been working for 23 years, so I’m actively looking — internally and externally — for a capable associate to partner with and to eventually succeed me. To help, my firm has a dedicated succession planning team, which keeps me on track in a […]

November 14, 2017

2 min read

Help clients handle child custody

Scenario: Gwyn and Farid* of North Vancouver have divorced, with a court awarding them joint custody of their 12-year-old daughter, Ashley. Problem is, the couple can’t agree on a custody schedule, and Ashley doesn’t like seeing her mother (and blames her for the divorce). Gwyn comes to you, her advisor, asking for best practices, a […]

By Allan Tong |November 14, 2017

9 min read

Planning and Advice

How can Canada better address pension portability?

Wealthy couple worries about worldwide estate value

Why IPPs can help more business owners than you’d expect

Canada behind peers in raising retirement age: report

Advance planning puts clients ahead of the curve

Questions to ask an aspiring small business owner

How the industry can protect vulnerable investors

What 80-somethings expect from their advisors

How are you preparing for succession?

Help clients handle child custody