Retirement

A new formula for tax-efficient philanthropy Fallback Image Decorative pattern

Estate Planning

A new formula for tax-efficient philanthropy

Client profile Annabelle Bonheur*, 56, is a biochemist at a major pharmaceutical company and makes $325,000 a year. Her deceased parents left her a large inheritance, which includes shares in two private companies and a three-acre tract of land not far from her home in Oakville, Ont., that will likely be a future hotspot for […]

By Dean DiSpalatro |October 9, 2015

7 min read

Will Canada’s Warren Buffett ever retire? Fallback Image Decorative pattern

Industry

Will Canada’s Warren Buffett ever retire?

Jimmy Pattison, also known as Canada’s Warren Buffett, hasn’t slowed down in his old age.

By Staff |October 6, 2015

1 min read

Help clients boost retirement plans, income Fallback Image Decorative pattern

Industry

Help clients boost retirement plans, income

Canadian consumers are most concerned about living comfortably throughout retirement.

By Staff |September 25, 2015

1 min read

TFSAs help single-income families Fallback Image Decorative pattern

Planning and Advice

TFSAs help single-income families

The TFSA is the only tax-advantaged vehicle available to many Canadians for accumulating retirement savings.

By Staff |September 25, 2015

2 min read