Reducing debt or investing a tax refund depends on your client’s situation
The choice between saving or reducing debt has become an increasingly important decision
- By: Craig Wong, The Canadian Press
- April 10, 2018 October 31, 2019
- 06:00
Latest news in Financial Planning
Six changes for clients to consider this tax-filing season
Tax changes this year impact students, parents, caregivers and more
- By: Armina Ligaya
- April 9, 2018 October 31, 2019
- 06:30
Slideshow: Help clients avoid these common tax return errors
With the tax return deadline looming, many Canadians are finding themselves scrambling to get their finances in order
- By: Leah Golob
- April 5, 2018 October 31, 2019
- 18:00
Clients and mental capacity
As financial advisors struggle to deal with clients who may be experiencing a decline in their cognitive abilities, regulators are responding to the need for…
- By: Patricia Chisholm
- March 29, 2018 November 6, 2019
- 00:11
Slideshow: Major challenges facing seniors
The Ontario Securities Commission’s Senior Strategy aims to address the changing needs and priorities of older individuals
- By: IE Staff
- March 20, 2018 October 31, 2019
- 16:15
Women still need help understanding finances
FPSC study reveals that many Canadian women have “very little” knowledge about finances while more than half don’t have a written financial plan
- By: Leah Golob
- March 5, 2018 October 31, 2019
- 13:44
Court case reveals risks in gifting assets
Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk
- By: Patricia Chisholm
- March 1, 2018 October 31, 2019
- 00:14
Canadians could use some help with TFSAs
One-third are still not aware of the tax penalties associated with over-contribution
- By: Leah Golob
- February 28, 2018 October 31, 2019
- 12:48
Canadian retirees burdened with debt
From credit card debt to a mortgage, retirees struggle with expenses
- By: Leah Golob
- February 21, 2018 October 31, 2019
- 14:30
Canadians dipping into their RRSPs
A new report highlights the steady increase in the amount of money withdrawn from retirement savings to meet short-term needs
- By: Leah Golob
- February 15, 2018 October 31, 2019
- 11:00
Cryptocurrencies and your clients
When your client asks you about bitcoin - or any other speculative investment - remember to consider that client's long-term goals. There are ways to…
- By: Fiona Collie
- February 15, 2018 November 9, 2019
- 00:15
Canadians continue to live longer
However, the rate of improvement is slowing
- By: IE Staff
- February 14, 2018 October 31, 2019
- 15:30
Canadian CFP professionals get digital credentials
Digital certificate and badge provide up-to-the-minute verification status across all online platforms
- By: IE Staff
- February 9, 2018 October 31, 2019
- 12:57
Generations struggle to save for retirement
Millennials expect an even greater difficulty than their older counterparts
- February 8, 2018 October 31, 2019
- 11:45
CRA’s EFILE to re-open Feb. 26
The later opening puts added pressure on Canadians to get organized and file on time
- By: IE Staff
- January 31, 2018 October 31, 2019
- 10:20
Affluent Canadians not disclosing estate plans with heirs
Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth
- By: Leah Golob
- January 30, 2018 October 31, 2019
- 12:20
Stocks boost pensions in 2017
Pension managers posted a median return of 8.6%
- January 25, 2018 October 31, 2019
- 15:10
Canadians need more guidance on RRSPs
Report debunks common myths behind the recent decline in RRSP contributions
- By: Leah Golob
- January 25, 2018 October 31, 2019
- 13:40
Solo Canadians fear running out of retirement savings
These individuals are afraid of rising daily living expenses, not having enough money for necessities and increasing health-care costs
- By: Leah Golob
- January 23, 2018 October 31, 2019
- 11:50
Capacity is crucial for will preparation
Court ruling shows the need for independent professional advice in cases in which a client's mental state is questionable
- By: Patricia Chisholm
- January 15, 2018 October 31, 2019
- 00:20
Ring in the new year with 10 tax tips
Questions to discuss with clients this December
- By: IE Staff
- December 18, 2017 October 31, 2019
- 17:15
CRA provides advice on resolving tax-related issues
Here are some tips you could share with your clients if they need to make changes to their tax returns or file an objection
- By: Leah Golob
- December 8, 2017 October 31, 2019
- 14:25
Two key HNW wealth preservation strategies
Greg Newman of Scotia Wealth Management explains two wealth preservation strategies that are key to holistic financial planning for affluent clients
- By: Greg Newman
- December 7, 2017 October 31, 2019
- 07:30
Don’t lose sight of the plan
Greg Newman of Scotia Wealth Management explains why advisors must remind clients that a comprehensive financial plan is key for building long-term wealth
- By: Greg Newman
- November 30, 2017 October 31, 2019
- 08:00
Now is the time for clients to consider tax loss selling to offset gains
It’s important for clients to understand the opportunities they have from a tax planning perspective, but not to let tax decisions override everything else
- By: Craig Wong, The Canadian Press
- November 23, 2017 October 31, 2019
- 11:00