Retirement

Wealthy clients uneasy about retirement

Wealthy investors are worried about their retirement plans, revealed a new study by consulting firm Spectrem Group. The firm, which specializes in the affluent and retirement markets, found that more than two-thirds of the mass affluent—those with investable assets between $100,000 and $1 million—admit they’re concerned about having enough money set aside for retirement, up […]

April 9, 2012

1 min read

The new retirement plan

The dust is still settling after the minimum age for OAS benefits was extended to 67 in the 2012 budget, and after changes were also made to public sector pensions. Now, advisors must take a second look at the retirement plans of their clients.

April 3, 2012

2 min read

Budget a downer for seniors

Aside from his $110 brogues, Finance Minister Jim Flaherty’s budget had little that was new for the nation’s senior population.

By Vikram Barhat |March 29, 2012

3 min read

Ontario drug plan signals social shift

The Ontario budget tabled yesterday included provisions that would see high-income seniors pay a new income-tested deductible on the provincial drug plan, starting August, 2014.

By Vikram Barhat |March 28, 2012

3 min read