Retirement

Boomers not budging: BMO study

A majority of Canadian boomers plan to spend their sunset years in Canada, according to BMO Retirement Institute Special Report.

By Staff |October 4, 2011

2 min read

Industry

Almost There: A Special Report on Retirement

The first Canadian baby boomers have hit official retirement age; soon their ranks will swell. Many advisors built their practices around accumulating wealth for these clients. Now comes the tricky part: planning for the actual retirement phase.

By Staff |September 8, 2011

4 min read

Market Insights

Balance clients’ risk into retirement

With risk rising again to the forefront of investors’ minds, it’s hard not to worry whether retirement assets are as safe as they could—and should—be.

By Raf Brusilow |September 8, 2011

3 min read

Industry

Canadians in denial on lasting debt

Canadians fancy themselves as being debt-free in the next decade and are aggressively paying down debt, but a new study reveals they may be unrealistic about the age by which they expect to have paid their financial dues.

By Vikram Barhat |August 29, 2011

3 min read

Key risks to retirement income – Part 2

I think we can all agree that when it comes to retirement income planning it is better to be safe than sorry and it’s important to plan for the unknown as much as possible. It is the same reasoning most of us use when we get into our cars and do up our seat belts.

By Peter Drake |August 24, 2011

6 min read

Riding the market rodeo in retirement

Retirees, like many other clients, can be emotional and extremely reactive to market shocks. how can their advisors prepare to handle frequent fluctuations in their mood and needs in such tumultuous times?

By Vikram Barhat |August 22, 2011

3 min read

No place like home, retirees say

Retired Canadians aren’t budging. According to an Ipsos Reid survey conducted for HomEquity Bank (provider of CHIP Home Income Plan), 61% of retired Canadians intend to stay in their current home as long as possible after retirement.

By John Powell |August 10, 2011

1 min read

Neighbourly advice on tax-efficient income

Sooner or later, every homeowner is going to face the decision that my neighbour is about to make. She is of an age and life stage where it makes sense to sell her house and move into a home that requires less upkeep and physical demands. Of course, deciding to move is only part one […]

6 min read

Retirement

Boomers not budging: BMO study

Almost There: A Special Report on Retirement

Balance clients’ risk into retirement

Canadians in denial on lasting debt

Key risks to retirement income – Part 2

Riding the market rodeo in retirement

Boomers will retire in debt

No place like home, retirees say

Aging clients pose challenges

Neighbourly advice on tax-efficient income