Retirement

Advisors weak on tax management, investor survey says Fallback Image Decorative pattern

Estate Planning

Advisors weak on tax management, investor survey says

Advisors have some tax management work to do for clients, according to a new survey of investors. Natixis Global Asset Management surveyed 500 Canadian investors in April about their tax planning needs, including 329 investors who use financial advice. The results weren’t encouraging, with 46% saying their financial advisor has never discussed the impact of […]

By Staff |June 6, 2017

2 min read

Desjardins AUM, AUA reach $100B Fallback Image Decorative pattern

Industry

Desjardins AUM, AUA reach $100B

Desjardins Group’s life insurance, heath insurance and retirement savings unit reported a surge in profits in Q1 as assets under management and administration reached a record $100 billion. For the three-month period ending March 31, Desjardins Financial Security reported net income of $133.3 million, up 34.5% from $99.1 million in the same period a year […]

By Staff |May 18, 2017

1 min read

How small talk can lead to a big financial decision Fallback Image Decorative pattern

Planning and Advice

How small talk can lead to a big financial decision

In the first 10 minutes of a meeting, your client says: “Last month our friends Lee and Carol took us on an amazing tour of the Halifax coastline on their new yacht. I’d sell our cottage and sail the world like they do in a heartbeat.” At that moment Expect to spend roughly 10% of […]

By Staff |April 13, 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