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Latest news in Financial Planning

Taking care of daily needs trumps saving for retirement for many women: survey

Women tend to invest more cautiously than men

Valentine’s Day the perfect time to make a spousal RRSP contribution: BMO

One-third of Canadians have not engaged in a detailed discussion with their partner about their retirement plans

  • By: IE Staff
  • February 14, 2011 October 31, 2019
  • 10:45

TD index offers first glimpse of provincial households most vulnerable to economic risks

B.C., Alberta, Ontario and Saskatchewan households at greatest risk to rising interest rates

  • By: IE Staff
  • February 9, 2011 October 31, 2019
  • 14:00

Task force unveils national strategy to strengthen financial literacy

Proposed strategy features five priority areas

Canadians looking for retirement income guarantees, but unwilling to make concessions: report

Future retirees should assess what they need most and what they are prepared to give up

  • By: IE Staff
  • February 9, 2011 October 31, 2019
  • 10:16

Canadians gloomy about personal finances, national economy: RBC report

Less than half of Canada believe the economy will improve ths year

Eight tax tips for students

Many of your clients may have children enrolled in college our university. Tax preparation firm H&R Block Canada has prepared tax eight tax tips for…

  • By: IE Staff
  • February 7, 2011 October 31, 2019
  • 15:34

More Canadians realize the importance of having a financial plan: survey

Lack of funds the main reason given for not having a plan in place

  • By: IE Staff
  • February 6, 2011 October 31, 2019
  • 14:53

Investor confidence in a holding pattern as Canadians look for market direction: Russell

Having a realistic financial plan and maximizing the tax-efficiency of investments are growing issues for Canadians

  • By: IE Staff
  • February 4, 2011 October 31, 2019
  • 09:45

BMO introduces online retirement resource

New tool provides a personalized approach to meeting retirement expectations

  • By: IE Staff
  • February 3, 2011 October 31, 2019
  • 10:18

Confusion still reigns over Tax Free Savings Accounts: CRA survey

Source: The Canadian PressCanadians are still confused about the rules for a popular tax shelter heavily promoted by the Tory government and the big banks,…

  • By: Dean Beeby
  • January 31, 2011 October 31, 2019
  • 08:24

Canadian investor sentiment in the deep freeze: survey

Many feel helpless and skeptical, but believe markets will improve

  • By: IE Staff
  • January 27, 2011 October 31, 2019
  • 10:20

Russell Canada launches retirement calculator

Calculator act as retirement planning time machine

  • By: IE Staff
  • January 27, 2011 October 31, 2019
  • 10:06

First sitting of Financial Planning Examination Level 1 results in 76% pass rate: FPSC

Registered candidates receive official recognition

  • By: IE Staff
  • January 24, 2011 October 31, 2019
  • 12:05

Canadians who seek advice are more confident about achieving their financial goals: poll

Canadians positive about their finances

  • By: IE Staff
  • January 20, 2011 October 31, 2019
  • 10:00

Lending standards may already be too tight: CAAMP

Report suggest rules may need to be relaxed

Fewer Canadians aged 18 to 34 have RRSPs: poll

45% of younger Canadians have yet to start saving for retirement

  • By: Mary Gazze
  • January 19, 2011 October 31, 2019
  • 15:30

Mortgage rule changes more severe than industry wanted

Real estate, mortgage industries wary of effect of new mortgage rules

New mortgage rules aimed at curbing soaring household debt

Amortization periods will be reduced to 30 years from 35

Golombek: More clients should prefer TFSAs to RRSPs

Golombek: More clients should prefer TFSAs to RRSPs

Planner as peacemaker

Finding common ground with a spender/saver couple

Do your clients qualify for the Disability Tax Credit?

Don’t overlook retroactive claims

  • By: IE Staff
  • January 12, 2011 October 31, 2019
  • 11:19

Bankruptcy chief warns Canadians about debt as insolvencies remain high

2010 insolvencies 22.5% higher than pre-rescession levels

Ten questions to get the financial planning discussion started

With RRSP season ramping up, the Financial Planning Standards Council is encouraging Canadians to take a more comprehensive planning perspective for retirement and other lifestages.According…

  • By: IE Staff
  • January 6, 2011 October 31, 2019
  • 15:19