Financial planning

14% of clients with parents over age 65 pay for elder care Fallback Image Decorative pattern

Economic Indicators

14% of clients with parents over age 65 pay for elder care

An aging population means more Canadians are taking on the role of caregiver for their parents

By Staff, with files from The Canadian Press |May 8, 2017

2 min read

Client confidential: Blair A. Fallback Image Decorative pattern

Planning and Advice

Client confidential: Blair A.

Occupation IT professional City Kanata, Ont. Age 57 I’ve been investing: Since 1982 I plan to retire: Ideally, in three years Investable assets: $915,000 ($610K in RRSPs, $250K in gold and silver bullion, $55K in silver and gold stocks) plus primary residence valued at approximately $425,000 I’ve had an advisor for: 15 years In and […]

By Susan Goldberg |April 13, 2017

2 min read

Help unemployed clients through difficult times Fallback Image Decorative pattern

Tax News

Help unemployed clients through difficult times

Tips for clients who’ve lost their job

By Jessica Bruno |March 24, 2017

3 min read

Client confidential: Derek McKinley Fallback Image Decorative pattern

Planning and Advice

Client confidential: Derek McKinley

Occupation Children’s entertainer and owner of Sing Song Party Time City Ottawa Age 38 I’ve been investing: For about a year I plan to retire: Never! “If my body is able, I’m going to do this for as long as I can. Why would I want to stop doing something that I love?” Investable assets: […]

By Susan Goldberg |March 10, 2017

3 min read