Client

25% of Canadian retirees live with debt: survey Fallback Image Decorative pattern

Industry

25% of Canadian retirees live with debt: survey

All clients want a worry-free retirement, but some could find themselves facing financial challenges in their golden years. Read: How much retirement saving is enough? That’s because 25% of Canadian retirees are living with debt, finds a national survey from Sun Life Financial. In fact, some retirees still use credit as they did before retirement, […]

By Staff |February 21, 2018

2 min read

Tax credits and benefits for students Fallback Image Decorative pattern

Tax News

Tax credits and benefits for students

Post-secondary students with little or no income can still take advantage of tax credits and deductions. Make sure clients with children at university and college get their kids to file their taxes and claim the benefit payments they’re entitled to. Read: Coach clients with a newly empty nest Courtesy of CRA, here are the top […]

By Staff |February 21, 2018

3 min read

Is co-investing with clients an important bond or a marketing ploy? Fallback Image Decorative pattern

Advisor's Edge

Is co-investing with clients an important bond or a marketing ploy?

The Big Question asks

By Michelle Schriver |February 17, 2018

2 min read

Coach clients with a newly empty nest Coach clients with a newly empty nest

Planning and Advice

Coach clients with a newly empty nest

In the first 10 minutes of a meeting, your client says: “Tyler finally left for school and we’re turning his room into a gym."

By Gil Martinez |February 17, 2018

2 min read