Retirement

I do intend to retire

Nigel Chamberlain (name changed) spent 35 years serving patients in his Calgary psychiatric practice and acting as an expert witness during court proceedings. But he’d neglected the investment side of his finances.

By Philip Porado |June 3, 2013

3 min read

Living Benefits

Premium Advice — Planning for the unexpected job loss

An unfortunate reality today is that some clients are finding themselves without work

By Chris Paterson |May 29, 2013

4 min read

Estate Planning

Use real retirement stories with clients

Real retirement savings stories may inspire your clients.

By Staff |May 27, 2013

2 min read

Industry

Too many boomers retire with debt

In July, a CIBC poll revealed a startling 59% of Canadian retirees are in debt. What’s most concerning is that only two years ago, that number was closer to 40%.

|May 27, 2013

2 min read

Timing retirement

The first Canadian baby boomers have hit official retirement age. Some may have retired early and later cohorts will wonder if they can follow suit. They all face the same questions: Is time on their side, or will they have to delay retirement? Will they have enough to live on?

By Scot Blythe |May 21, 2013

4 min read

Canadians unprepared for life-changing events

Very few Canadians with a financial plan have considered how events such as a disability, the death of a spouse or partner, or divorce could affect their lifestyle and financial situation, reveals a new report by the BMO Wealth Institute. Read: Kids need life insurance, too The study, ‘The Biggest Life Events That Can Derail […]

By Staff |May 15, 2013

2 min read

Retirement

I do intend to retire

Premium Advice — Planning for the unexpected job loss

Use real retirement stories with clients

Too many boomers retire with debt

Fewer Canadians will retire at 66

Timing retirement

CPP Fund exceeds $183 billion

Canadians unprepared for life-changing events

Top 5 things clients need to know

2 tips to extend retirement funds