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Most Canadian online investors focused on long-term investment goals: poll

Few online investors feel their portfolios are well diversified

  • By: IE Staff
  • October 18, 2010 October 31, 2019
  • 09:48

How to start the conversation about charitable giving

Clients want you to talk about the issues that are important to them

Why charity doesn’t begin

Five reasons why advisors and clients don’t discuss philanthropy

Canadians need help with ‘pay yourself first’ savings programs

Savers advised to start small

Before they head south

Tips for your snowbird clients

August bankruptcies down dramatically from last year

Alternative filing rises

Four ways that the brain affects financial decision-making

Experienced financial advisors can help investors make unemotional investing decisions

  • By: IE Staff
  • October 12, 2010 October 31, 2019
  • 08:53

Canada ranks eighth in survey of global household wealth

Canadian household wealth contracts due to the financial crisis

Post-secondary students need budget advice: report

81% of post-secondary students say a budget is important, but less than half prepared one

  • By: IE Staff
  • October 7, 2010 October 31, 2019
  • 09:26

Financial planning ‘profession’ would need stronger oversight, enforcement

FPSC conference panel debates the potential of regulated financial planning

Efforts to promote financial planning gaining traction, says List

Industry, regulators co-operating more than ever before

Married couples with kids in the minority: report

The proportion of children living with common-law parents has tripled

Canadians with a financial plan save more, have greater peace of mind: study

FPSC shares research results for Financial Planning Week

  • By: IE Staff
  • October 4, 2010 October 31, 2019
  • 10:22

October 4-10 is Financial Planning Week

Less than 20% of Canadians have a comprehensive financial plan

  • By: IE Staff
  • October 4, 2010 October 31, 2019
  • 07:34

EI premium hikes will be scaled back

Source: The Canadian PressThe federal government is scaling back a planned hike to Employment Insurance premiums and limiting future increases.The move follows warnings from business…

Aging population to add $2.8 trillion to programs for health, education and seniors: C.D. Howe Institute

Governments urged not be be complacent over policy reforms

Manulife confirms exclusive arrangement with personal finance writer Gail Vaz-Oxlade

Vaz-Oxlade will provide articles for member updates and communications along with a series of web-based seminars for plan members

  • By: IE Staff
  • September 30, 2010 October 31, 2019
  • 10:48

High net worth clients eager for estate planning advice

40% do not have an estate plan

Retirement age has become irrelevant with the rise of the ‘Nevertiree’: report

Wealthy individuals appear to want to keep working

Women becoming savvier investors: survey

TD Waterhouse releases female investor poll results

  • By: IE Staff
  • September 28, 2010 October 31, 2019
  • 08:44

Nearly half of new Canadians worried about living comfortably: RBC

Daily living expenses higher than anticipated

Low-income families get help in saving for children’s education

OMEGA Foundation and Scotiabank launch Smartsaver.org

  • By: IE Staff
  • September 26, 2010 October 31, 2019
  • 10:11

National forum needed to speed up reform of workplace pensions: C.D. Howe Institute

Report reviews the findings of three provincial inquiries

  • By: IE Staff
  • September 23, 2010 October 31, 2019
  • 13:25

Canadian parents not getting the message on RESPs: survey

Many parents are unfamiliar with RESPs or believe they can’t afford them

  • By: IE Staff
  • September 23, 2010 October 31, 2019
  • 09:17

Financial literacy task force releases preliminary report

Report summarizes public consultations