Financial planning

Why some clients won’t meet their financial goals

Three out of five North Americans have failed to meet their financial goals this past year, but less than one quarter (24%) are remedying the problem by adjusting their spending and saving habits.

April 10, 2012

2 min read

Planning and Advice

A hard look at the soft side

Help entrepreneur clients mitigate risk during a transition

By Trent Bester |April 3, 2012

4 min read

Industry

Women tilting scales of household economics

More than one-quarter (26%) of working women are the sole or primary income earners in their households, and a significant majority of Canadian working women (86%) consider their income as necessary in maintaining the household lifestyle, according to the latest poll from Investors Group. The group’s new research also reveals that women like the breadwinning […]

March 26, 2012

2 min read

Industry

Canadians not geared for life’s curveballs

Murphy’s Law says anything that can go wrong, will go wrong. Yet many Canadians aren’t heeding this warning when it comes to their finances.

By Vikram Barhat |March 26, 2012

2 min read

Inheritance? Don’t bet on it

Much has been made of the trillion dollar wealth transfer expected to take place over the coming 20 years, as the accumulated assets of the massive boomer generation is handed down to their children. But the expectations of those heirs may be quite inflated, according to a survey by Investors Group.

By Staff |February 8, 2012

3 min read

Buying insurance early is better

Whether clients are approaching retirement and are cognizant of the realities of aging, or are young professionals just beginning to save for the future, life insurance is a crucial part of a comprehensive plan.

4 min read

Taking stock of change

While I paused a live hockey game the other night to grab a snack I got to thinking how the way I experience the NHL in my home has changed. It makes me smile when I recall listening to the radio, the action coming alive in my mind as Foster Hewitt called the game. Things have definitely changed. The same is true in the investment world.

By Peter Drake |January 3, 2012

7 min read

Financial planning

Why some clients won’t meet their financial goals

A hard look at the soft side

Women tilting scales of household economics

Canadians not geared for life’s curveballs

FCAC adds financial resource for couples

Time to talk tax

What kind of planner are you?

Inheritance? Don’t bet on it

Buying insurance early is better

Taking stock of change