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Latest news in Financial Planning

Five tax-saving strategies for year end

What your clients need to do now to make the most of 2010 tax-saving opportunities

  • By: IE Staff
  • December 6, 2010 October 31, 2019
  • 11:57

U.S. online banking service comes to Canada

Canadian launch marks the beginning of global expansion for Mint.com

Survey dispels stereotype of women as financially powerless

Women seek financial advice that’s tailored to their personal situation, and that’s focused on long-term financial security

Household net worth strong despite high debt levels: BMO

Lopsided attention on debt portrays “overly negative picture” of household finances in Canada

Richest Canadians taking a bigger piece of the economic pie: report

Incomes of the richest Canadians are increasingly reliant on their jobs

Balanced portfolio beats safety for building net worth: BMO

Low interest rates make it good time to consider borrowing to invest

Canadians have higher debtload, but they’re racking it up more slowly: study

Delinquency rates, past-due balances dropping

Sudden wealth

Provide sober second thought when a client hits the jackpot

Financial literacy initiatives should focus on getting Canadians to change their behaviour: panel

More incentives needed to promote responsible financial decision-making

Canadian housing more affordable in Q3: RBC report

Rising mortgage rates expected to push housing costs:

CLU Institute rebranding ruffles feathers at IAFP

IAFP executive director worries that similar acronyms could cause confusion

  • By: IE Staff
  • November 29, 2010 October 31, 2019
  • 12:11

Almost half of Canadians say saving is easier than investing: survey

Only one-in-10 think it’s easier to invest than to save

  • By: IE Staff
  • November 29, 2010 October 31, 2019
  • 10:15

Five year-end tax saving strategies for clients

Waiting until the new year to think about taxes is too late: BMO Nesbitt Burns

  • By: IE Staff
  • November 28, 2010 October 31, 2019
  • 10:01

Ottawa to streamline Disability Tax Credit for low-income Canadians

Tax Court ruling bars low-income individuals from opening RDSPs

  • By: IE Staff
  • November 25, 2010 October 31, 2019
  • 13:45

Majority of Canadian investors willing to trade-off gains for safety: report

61% concerned with the safety of their investments since the recession

  • By: IE Staff
  • November 25, 2010 October 31, 2019
  • 11:15

Help clients avoid common retirement planning mistakes

Get a handle on debt and make sure they’re insured

One-third of Canadians don’t have life insurance: survey

Life events change clients’ appetite towards risk

  • By: IE Staff
  • November 24, 2010 October 31, 2019
  • 10:35

Fraud fuels investor demand for the regulation of financial planning

PIAC suggests establishing SRO for financial planners in Canada

Delay eligibility to ensure CPP financing: report

Two-year hike would ensure that pension benefits don’t have to be cut and premiums don’t have to rise

Canadian housing not in a bubble: BMO

Housing affordability consistent with historic trends

  • By: IE Staff
  • November 17, 2010 October 31, 2019
  • 08:45

Survey identifies financial literacy gaps among Canadians and newcomers

New Canadians know more about establishing credit

  • By: IE Staff
  • November 16, 2010 October 31, 2019
  • 09:55

CPP contribution rate sufficient to pay for future expenditures: report

Total assets to grow to $275 billion by the end of 2020

Wealthy keep on giving despite recession

Majority want to be actively involved in how their donations are used

  • By: IE Staff
  • November 15, 2010 October 31, 2019
  • 11:38

Canadians grow more optimistic about their finances during Q3: Russell

Canadians remain most worried about having sufficient income for a desired lifestyle

  • By: IE Staff
  • November 15, 2010 October 31, 2019
  • 10:55

Ontario integrating financial literacy into school curriculum

It’s a positive step in the right direction, says FPSC

  • By: IE Staff
  • November 14, 2010 October 31, 2019
  • 10:56