Focus on making philanthropy personal
With a focused approach to giving, clients can measure their impact and feel connected to their causes
- By: Anne-Marie Vettorel
- November 15, 2018 October 31, 2019
- 13:55
Latest news in Financial Planning
Wealthy millennials will reshape philanthropic giving
Millennials are more than twice as likely as boomers to feel that leaving a legacy is important
- By: Anne-Marie Vettorel
- November 13, 2018 October 31, 2019
- 11:40
Advocis puts new spin on financial literacy
Website and podcast timed with the opening week of Canada’s Financial Literacy Month
- By: Anne-Marie Vettorel
- November 7, 2018 October 31, 2019
- 12:30
November is Financial Literacy Month
IFSE launches Tip of the Day awareness campaign
- By: Anne-Marie Vettorel
- November 1, 2018 October 31, 2019
- 14:30
CRA increases maximum pensionable earnings for the CPP
The increase of 2.7% to $57,400 from $55,900 was calculated according to a formula that takes into account the growth in average weekly wages and…
- By: IE Staff
- November 1, 2018 October 31, 2019
- 10:00
Parental guidance
Clients with aging parents may need help in ensuring those seniors are prepared for what lies ahead
- By: Catherine Harris
- October 26, 2018 November 6, 2019
- 00:06
Effective tax rate rises for Canada’s top 1%
Tax filers with a total income of more than $3 million had the largest increase in their effective federal income tax rate in 2016
- By: Rudy Mezzetta
- October 25, 2018 October 31, 2019
- 15:20
$250,000 salary would make Canadians feel “financially comfortable”
Income expectations vary by age
- By: Anne-Marie Vettorel
- October 24, 2018 October 31, 2019
- 10:40
Handling passive-investment rules
Recent changes to the way that active business income earned within a private corporation is taxed may affect some of your high net-worth clients
- By: Rudy Mezzetta
- October 12, 2018 November 9, 2019
- 00:15
Financial planning aids asset retention: report
U.S. advisors are increasingly using financial planning to build trust with clients
- By: James Langton
- October 10, 2018 October 31, 2019
- 15:30
Creative differences
Self-employed artists - such as sculptors, painters, musicians and actors - face special financial planning challenges, from retirement planning to taxes
- By: donalee Moulton
- September 21, 2018 November 6, 2019
- 00:14
Groups introduce new strategic philanthropic designation for advisors
The program will allow advisors to develop strategic plans focused on philanthropy for individuals and families interested in charitable giving
- By: IE Staff
- September 20, 2018 October 31, 2019
- 11:15
Canadians missing out on tax breaks for caregivers: poll
Canadians contribute an average $430 per month to care for aging or ill family members
- By: James Langton
- August 22, 2018 October 31, 2019
- 11:30
Trust betrayed
Regulators and dealer firms have been slow to come up with a clear process for financial advisors to handle suspected cases of elder financial abuse.…
- By: Patricia Chisholm
- July 27, 2018 November 6, 2019
- 00:11
IFIC expands Vulnerable Investors Resource Centre
New advisor materials on capacity and decision making now available
- By: Leah Golob
- July 5, 2018 October 31, 2019
- 14:00
DTC: Opening doors
Qualifying for the disability tax credit is key to receiving several valuable government benefits. Here's what you and your clients need to know about this…
- By: Rudy Mezzetta
- June 22, 2018 November 6, 2019
- 00:04
Current estate plans fall short for many blended families
Financial planners must work very closely with questions to ensure their complex financial and estate goals are met
- By: donalee Moulton
- June 13, 2018 October 31, 2019
- 10:30
Gig economy increasingly important to post-retirement clients
Financial planners need to have proactive conversations with clients about how taking on work in retirement could affect their income taxes
- By: donalee Moulton
- June 12, 2018 October 31, 2019
- 10:30
More Canadians consider guaranteed life income products desirable
Segregated funds and annuities are two products that can help Canadians reach their goals
- By: Leah Golob
- May 15, 2018 October 31, 2019
- 10:25
Financial literacy isn’t financial wellness for Canadian workers
Stress about retirement is the biggest financial worry among Canadians
- By: Leah Golob
- May 9, 2018 October 31, 2019
- 14:45
Peering into the future
FPSC and IQPF update long-term projections for financial planners
- By: James Langton
- May 1, 2018 October 31, 2019
- 11:00
Mental capacity: the advisor’s role
When you suspect cognitive decline in an aging client, how can you ensure you serve that client's best interests while protecting his or her privacy?
- By: Patricia Chisholm
- April 27, 2018 November 6, 2019
- 00:10
Fewer Canadians have disability insurance
Without the proper financial protection in place, workers are putting themselves and their families at risk
- By: Leah Golob
- April 24, 2018 October 31, 2019
- 10:30
Cryptogiving.ca matches digital currency donors with charities
Dozens of Canadian charities are currently accepting or moving to accept cryptocurrency donations
- By: Leah Golob
- April 13, 2018 October 31, 2019
- 11:15
Nearly half of existing mortgages face renewal in 2018: report
The increase in renewals comes as mortgage rates have been rising
- By: Armina Ligaya, Guillaume Poulin-Goyer
- April 11, 2018 October 31, 2019
- 17:05