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Canadians believe they will be taking their retirement a little later than planned, study finds

Majority admit that they can’t estimate the retirement income they will likely need

  • By: IE Staff
  • November 11, 2010 October 31, 2019
  • 12:26

Loonie will ring in new year near parity but likely weaken this winter: CIBC

Commodity prices also poised to fall as fundamentals lift U.S. dollar

  • By: IE Staff
  • November 10, 2010 October 31, 2019
  • 10:12

Human element missing from retirement planning process: survey

Skip the usual ‘lecture’ and address clients’ personal retirement wants and needs

  • By: IE Staff
  • November 9, 2010 October 31, 2019
  • 16:28

New Sun Life website gets boomers thinking about retirement

Website helps consumers consider finances, lifestyle issues

  • By: IE Staff
  • November 9, 2010 October 31, 2019
  • 11:56

Half of Canadian women are concerned about their investments, poll finds

TD Waterhouse offers five steps to motivate female clients

  • By: IE Staff
  • November 9, 2010 October 31, 2019
  • 11:28

TFSA program marks second anniversary amid investor confusion: survey

Almost 40% remain unaware of TFSA investment options

  • By: IE Staff
  • November 9, 2010 October 31, 2019
  • 10:09

Canadian mortgage debt rises to over $1 trillion: report

Homeowners are comfortable with their level of mortgage debt

Employment quality in Canada improve to pre-recession levels: CIBC

Trend likely not sustainable as growth in construction and public sector jobs dries up

  • By: IE Staff
  • November 4, 2010 October 31, 2019
  • 09:56

Risks from rising household debt overblown: report

Consumers already trimming the pace of borrowing

  • By: IE Staff
  • November 4, 2010 October 31, 2019
  • 09:40

Women investors more concerned about retirement than men: study

Women rely more on their advisor for investment assistance

  • By: IE Staff
  • November 1, 2010 October 31, 2019
  • 10:35

Tax relief for land trusts

U.S. donors of Canadian land get encouragement from Ottawa

  • By: IE Staff
  • October 31, 2010 October 31, 2019
  • 12:00

Retiring with a mortgage?

56% of Canada’s boomers still have a mortgage: report

  • By: IE Staff
  • October 28, 2010 October 31, 2019
  • 14:28

Affluent Americans expect to delay retirement: survey

One in five have tapped into their long-term savings and investments to meet immediate financial needs

FPSC announces President’s List for the June 2010 CFP Exam

28 honourees make the list

  • By: IE Staff
  • October 28, 2010 October 31, 2019
  • 09:21

Average weekly earnings continue rise in August: StatsCan

Increases in all provinces

Advisors help women investors feel more confident: survey

Canadian investors face gender gap

  • By: IE Staff
  • October 27, 2010 October 31, 2019
  • 11:07

Deciding when to retire? Later is better: report

Upcoming CPP changes will impact retirement income

Advisors can help gun shy Canadians return to the stock market

Now may be the perfect time to take advantage of rising equities, says BMO Nesbitt Burns strategist

  • By: IE Staff
  • October 26, 2010 October 31, 2019
  • 08:50

Forum: High net worth boomers seek ‘deep planning relationships’

Providing services these clients want is critical to generating referrals

Consensus on pension reform gels around expansion of CPP

Only people willing to take risks with their money would participate in a voluntary plan, report argues

FCAC’s public awareness campaign targets first time home buyers

Free ‘Unbiased mortgage information. On the house’

  • By: IE Staff
  • October 25, 2010 October 31, 2019
  • 09:35

Average pension plan solvency ratio has slipped: OSFI

But plans post strong gains in Q3

Rise in Canadian household debt ‘cause for concern’: TD Economics

Debt-to-income ratio could hit 151% by 2013.

Golombek: Business owners may be better with dividends alone

Golombek: Business owners may be better with dividends alone

Giving right

Help clients make choices about philanthropy