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Latest news in Financial Planning

Reducing debt or investing a tax refund depends on your client’s situation

The choice between saving or reducing debt has become an increasingly important decision

Six changes for clients to consider this tax-filing season

Tax changes this year impact students, parents, caregivers and more

Slideshow: Help clients avoid these common tax return errors

With the tax return deadline looming, many Canadians are finding themselves scrambling to get their finances in order

  • By: Leah Golob
  • April 5, 2018 October 31, 2019
  • 18:00

Clients and mental capacity

As financial advisors struggle to deal with clients who may be experiencing a decline in their cognitive abilities, regulators are responding to the need for…

Slideshow: Major challenges facing seniors

The Ontario Securities Commission’s Senior Strategy aims to address the changing needs and priorities of older individuals

  • By: IE Staff
  • March 20, 2018 October 31, 2019
  • 16:15

Women still need help understanding finances

FPSC study reveals that many Canadian women have “very little” knowledge about finances while more than half don’t have a written financial plan

  • By: Leah Golob
  • March 5, 2018 October 31, 2019
  • 13:44

Court case reveals risks in gifting assets

Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk

Canadians could use some help with TFSAs

One-third are still not aware of the tax penalties associated with over-contribution

  • By: Leah Golob
  • February 28, 2018 October 31, 2019
  • 12:48

Canadian retirees burdened with debt

From credit card debt to a mortgage, retirees struggle with expenses

  • By: Leah Golob
  • February 21, 2018 October 31, 2019
  • 14:30
Hand putting Coins in glass jar with retro alarm clock for time to money saving for retirement

Canadians dipping into their RRSPs

A new report highlights the steady increase in the amount of money withdrawn from retirement savings to meet short-term needs

  • By: Leah Golob
  • February 15, 2018 October 31, 2019
  • 11:00

Cryptocurrencies and your clients

When your client asks you about bitcoin - or any other speculative investment - remember to consider that client's long-term goals. There are ways to…

Canadians continue to live longer

However, the rate of improvement is slowing

  • By: IE Staff
  • February 14, 2018 October 31, 2019
  • 15:30

Canadian CFP professionals get digital credentials

Digital certificate and badge provide up-to-the-minute verification status across all online platforms

  • By: IE Staff
  • February 9, 2018 October 31, 2019
  • 12:57

Generations struggle to save for retirement

Millennials expect an even greater difficulty than their older counterparts

  • February 8, 2018 October 31, 2019
  • 11:45

CRA’s EFILE to re-open Feb. 26

The later opening puts added pressure on Canadians to get organized and file on time

  • By: IE Staff
  • January 31, 2018 October 31, 2019
  • 10:20

Affluent Canadians not disclosing estate plans with heirs

Blended families are more likely to indicate a lack of trust in their beneficiaries' ability to manage their wealth

  • By: Leah Golob
  • January 30, 2018 October 31, 2019
  • 12:20
Piggy bank with national flag of Canada

Stocks boost pensions in 2017

Pension managers posted a median return of 8.6%

  • January 25, 2018 October 31, 2019
  • 15:10

Canadians need more guidance on RRSPs

Report debunks common myths behind the recent decline in RRSP contributions

  • By: Leah Golob
  • January 25, 2018 October 31, 2019
  • 13:40

Solo Canadians fear running out of retirement savings

These individuals are afraid of rising daily living expenses, not having enough money for necessities and increasing health-care costs

  • By: Leah Golob
  • January 23, 2018 October 31, 2019
  • 11:50

Capacity is crucial for will preparation

Court ruling shows the need for independent professional advice in cases in which a client's mental state is questionable

Ring in the new year with 10 tax tips

Questions to discuss with clients this December

  • By: IE Staff
  • December 18, 2017 October 31, 2019
  • 17:15

CRA provides advice on resolving tax-related issues

Here are some tips you could share with your clients if they need to make changes to their tax returns or file an objection

  • By: Leah Golob
  • December 8, 2017 October 31, 2019
  • 14:25
Two key HNW wealth preservation strategies

Two key HNW wealth preservation strategies

Greg Newman of Scotia Wealth Management explains two wealth preservation strategies that are key to holistic financial planning for affluent clients

  • By: Greg Newman
  • December 7, 2017 October 31, 2019
  • 07:30
Don’t lose sight of the plan

Don’t lose sight of the plan

Greg Newman of Scotia Wealth Management explains why advisors must remind clients that a comprehensive financial plan is key for building long-term wealth

  • By: Greg Newman
  • November 30, 2017 October 31, 2019
  • 08:00

Now is the time for clients to consider tax loss selling to offset gains

It’s important for clients to understand the opportunities they have from a tax planning perspective, but not to let tax decisions override everything else