Latest news in Financial Planning

Canadians overwhelmingly call for financial education in schools: task force

Task force will submit final recommendations in December

Two more ways clients sabotage their retirement plans

And how you can help steer them in the right direction

Two most common ways clients sabotage their retirement plans

Procrastination and the misuse of RRSPs

‘Debt-freedom’ top financial goal yet many Canadians struggle to reduce the amount they owe: survey

Many would face difficulty making their regular mortgage payments

  • By: IE Staff
  • September 16, 2010 October 31, 2019
  • 10:20

August shows improved seasonally adjusted sales of homes: CREA

Home prices could fall as much as 7%, economist says

Home ownership, travel and early retirement rank highest on Canadians’ list of priorities: survey

New HSBC solution intended to help Canadians achieve their financial goals faster

  • By: IE Staff
  • September 15, 2010 October 31, 2019
  • 09:34

Rising debt levels expected to curb consumer spending

Household net worth edges lower in Q2: StatsCan

Two essential tools for will and estate planning

A checklist and a questionnaire can motivate clients to make important financial decisions

FCAC promotes financial learning tool

Students can use tool to learn about budgeting, investing basics

  • By: IE Staff
  • September 7, 2010 October 31, 2019
  • 11:36

Canadian mining CEOs see dramatic rise in 2010 bonus payouts

Average cash bonus was $540,000

  • By: IE Staff
  • September 2, 2010 October 31, 2019
  • 09:06

Low risk of U.S.-style housing bust in Canada: C.D. Howe Institute

Tighter conditions on government mortgage insurance programs will prevent collapse of house prices

Helping clients save for a house

Your advice can make clients’ dreams come true sooner

Ontario tackles pension guarantee fund in major changes to pension system

Increased contributions to pension benefits guarantee fund proposed

The secrets to helping recently laid off clients

Being thorough and empathetic to your clients’ circumstances will provide better service

TD calls limited use of RESPs a ‘lost opportunity’

Majority of post-secondary students expect to graduate with debt, survey finds

Young adult Canadians are developing strong savings habits: study

Younger Canadians are also the most prudent in financing their major purchases

  • By: IE Staff
  • August 24, 2010 October 31, 2019
  • 09:22

Helping clients through a divorce

Here are some tips for assisting clients in avoiding the financial mistakes people commonly make when divorcing

Each province unique in how it collects tax and creates incentives: PricewaterhouseCoopers

Reference tool details personal and corporate tax rates across Canada

  • By: IE Staff
  • August 19, 2010 October 31, 2019
  • 08:58

Salaries forecast to jump 3% in 2011: survey

Preliminary findings suggest end of salary freezes

  • By: IE Staff
  • August 18, 2010 October 31, 2019
  • 12:30

Some parents in the dark about financing post-secondary education: survey

10% of parents plan to use either credit cards or their line of credit to pay for their child’s education

  • By: IE Staff
  • August 16, 2010 October 31, 2019
  • 10:18

Men and women have different attitudes to saving, survey reveals

Men feel they save enough; women would benefit more from an extra $1,500 of annual savings

  • By: IE Staff
  • August 16, 2010 October 31, 2019
  • 08:58

Seven ways to help clients save for their children’s education

Taking advantage of the key benefits of an RESP and sticking with the plan are fundamentally important

Scotiabank appoints Pringle as ‘Saving Ambassador’

New program encourages Canadians to improve their saving, investing and borrowing habits

  • By: IE Staff
  • August 12, 2010 October 31, 2019
  • 10:15

CPP Fund earns negative return in first quarter as equity markets sour

CPPIB head sees modest global recovery underway

Financial Consumer Agency of Canada updates mortgage guide

ABCs of Mortgages helps consumers make informed choices

  • By: IE Staff
  • August 10, 2010 October 31, 2019
  • 14:35