Retirement

Industry

4 ways to help Gen Y plan for retirement

For Gen Y clients, retirement planning might seem like a concern for the distant future—but it shouldn’t be.

By Staff |January 30, 2013

2 min read

Industry

Upcoming retirees are aspiring biz owners

Almost half of aging Canadians envision becoming entrepreneurs during retirement.

By Staff |January 29, 2013

2 min read

Industry

Equity returns propel Canadian pensions: RBC

Global equity and real estate returns boosted Canadian pensions in Q4 2012.

By Staff |January 29, 2013

2 min read

Planning and Advice

When family duty alters retirement plans

George and Teresa had planned to retire when George, who has a defined-benefit pension, turns 60 in three years.

By Lisa MacColl |January 29, 2013

5 min read

CANNEX launches annuity analysis tools

CANNEX launched educational tools designed for annuity and retirement income analysis. Read: Goodbye retirement? The tools generate personalized, video-based illustrations using a client’s profile data and choices, such as the type of income annuity contract being considered. Read: Best ways to mature RRSPs The tools help your and your clients answer questions including:

By Staff |January 22, 2013

1 min read

Many Canadians don’t have a retirement plan

Two-thirds of Canadians (65%) either don’t have a retirement savings plan or did not make any contributions to their RSP in 2012, finds an ING DIRECT study. When asked what concerns them most about their impending golden years, 56% admit not having enough income to sustain a good quality of life, while 13% are afraid […]

By Staff |January 16, 2013

1 min read

New tools help clients plan for OAS changes

Most people already know that Canadians under the age of 50 will not receive their OAS benefits until the age of 67, instead of 65. Read: Applying OAS for rich clients To help these clients plan for the change, Ativa Interactive Corporation has introduced two new tools. A video explains the changes, while a calculator […]

By Staff |January 15, 2013

1 min read

Canadians worried about lack of retirement savings

Clients nearing retirement may be facing the hard reality that they can’t afford the post-work lifestyles they wanted. It’s likely they haven’t saved enough to cover rising inflation, changes to CPP and OAS, or the fact that they’re going to live longer. Read: Goodbye retirement? In fact, 30% of Canadians aren’t sure how long their […]

By Staff |January 15, 2013

2 min read

Retirement

4 ways to help Gen Y plan for retirement

Upcoming retirees are aspiring biz owners

Equity returns propel Canadian pensions: RBC

When family duty alters retirement plans

Industrial Alliance revamps retirement statements

CANNEX launches annuity analysis tools

5 tips for self-employed clients

Many Canadians don’t have a retirement plan

New tools help clients plan for OAS changes

Canadians worried about lack of retirement savings