Planning and Advice

Client confidential: Leonard R. Fallback Image Decorative pattern

Planning and Advice

Client confidential: Leonard R.

Occupation Account manager City Oakville, Ont. Age 56 I’ve been investing Since the early 1980s; more seriously since the early 2000s I plan to retire: In no more than five years Investable assets: $950,000, plus a rental property How long I’ve had an advisor: Two years. Before that, I was with a fee-only financial advisor […]

By Susan Goldberg |November 4, 2016

3 min read

3 ways to help clients win financially Fallback Image Decorative pattern

Industry

3 ways to help clients win financially

Helping clients feel financially secure is more important than helping them buy a house or a car.

By Staff |October 31, 2016

1 min read

How long will your client live? Fallback Image Decorative pattern

Industry

How long will your client live?

Accurate life expectancy data is making financial planning more effective, allowing for a truer estimate of how much clients must save for retirement. Read: Canada’s retirement system gets a B from global pension index Life expectancy at birth has increased over the decades, and in 2011, centenarians were the second-fastest growing age group, reports Statistics […]

By Staff |October 31, 2016

2 min read

When an RRSP beneficiary faces a tax liability Fallback Image Decorative pattern

Planning and Advice

When an RRSP beneficiary faces a tax liability

Recent case shows the consequences of not seeking advice

By Jamie Golombek |October 28, 2016

4 min read