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 should your clients save — and how to keep them on track for retirement.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Feds boost SR&ED, renew accelerated investment incentive
The S&P/TSX composite index fell 562.71 points
Report sets out recommendations for addressing risks posed by leverage build ups
Following its third cut this year, Fed signals fewer reductions in 2025