Vickie Townson, founder, midlife coach, Life’s New Chapter Coaching, explains that helping clients know their core values is essential to a fulfilling retirement. She discusses…
Robert Armstrong, vice president, head of managed solutions, BMO Global Asset Management Inc., discusses three investment strategies for retired clients that provide a smoother return…
Deciding where to live in retirement is a matter of identifying priorities
You must have a complete picture of your client’s personal situation
Advisors are key to putting anxious investors back on track
Ask your clients how they would survive a sudden loss of income
Meet with both spouses first, and remain objective
Some expenses go down; some go up
Most Canadians think government programs will cover LTC
When dealing with couples, make sure both partners are equal participants
Navigating the variables that could affect clients’ inheritances
In part four, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on tackling the perennial question of how much…
in part three, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, explains why millennials are essential to your future success. He…
The better you know your clients, the more prepared you’ll be for unplanned decisions
In part two of a four-part series, Peter Drake, the former vice president, retirement and economic research, Fidelity Investments, Canada, outlines four reasons why clients…
TFSAs are among the most useful investment and tax-planning tools
Helping spouses stay on the same financial page
Some conventionally held beliefs can harm your clients
The discovery process never ends as changes occur in clients’ lives
Debt, taxes and potential long-term care expenses must be managed
Help your clients avoid these common pitfalls
John Poyser, partner, Tradition Law LLP, Estates and Trusts, explains four steps you must take to protect your client and your practice if you suspect…
Moira Somers, a clinical neuropsychologist, professor, financial recovery expert based in Winnipeg, explains practical techniques for bringing clients back to their best and clearest thinking.…
Darren Coleman, senior vice president and portfolio manager at Coleman Wealth/ Raymond James, the challenges of investing in retirement and the need for clients to…
