Is pension-splitting fair?
Retired couples under age 65 who have registered pension plans get bigger breaks
- By: Dwarka Lakhan
- October 11, 2012 October 30, 2019
- 23:00
Latest news in News
Catching trends but avoiding crowds
Mackenzie's new CIO, Tony Elavia, says protecting against downside risk as investors age will be one of the firm's key goals
- By: Jade Hemeon
- October 11, 2012 October 30, 2019
- 23:00
Offering education, trust and experience
DOUG BIEHN, A CERTIFIED financial planner with Viking Wealth Management Inc. in Humboldt, Sask., is benefiting from a surge of newcomers to his rural community,…
- By: Dwarka Lakhan
- October 11, 2012 October 30, 2019
- 23:00
New resource targets financial literacy
CANADIANS ARE, AT BEST, average students when it comes to money matters, as some recent studies have found. In turn, that worrisome state of affairs…
- By: Paul Brent
- October 11, 2012 October 30, 2019
- 23:00
IAFP aims to help younger advisors
Mentorship program also aims to increase the association's membership, which has been declining
- By: Megan Harman
- October 11, 2012 October 30, 2019
- 23:00
Privacy czar cautions on web “leakage”
IF YOU ARE USING WEBSITES to communicate with clients, you should be paying attention to a recent bulletin from Jennifer Stoddart, the privacy commissioner of…
- By: Ann MacAulay
- October 11, 2012 October 30, 2019
- 23:00
Firms look to social media for growth
Service providers have had to step up their offerings to meet the growing demand from firms that want to leverage social media
- By: Clare O’Hara
- October 11, 2012 October 30, 2019
- 23:00
The evolving Canadian household
Recent national census data point to trends that could affect how financial advisors go about developing their businesses
- By: Fiona Collie
- October 11, 2012 October 30, 2019
- 23:00
Are PRPPs the answer?
The new pension plan format may not fulfil its goal of an overall increase in retirement savings across Canada, say experts
- By: Megan Harman
- September 19, 2012 October 30, 2019
- 23:00
CBA’s man in Quebec
The Canadian Bankers Association has appointed Eric Prud’homme as its Quebec director. Prud’homme, who had been the CBA’s legal counsel in Montreal and an advisor…
- By: Rudy Mezzetta
- September 19, 2012 October 30, 2019
- 23:00
Lower taxes preferred over tax credits
WHEN GIVEN A CHOICE between tax credits and a lower tax rate, the choice is clear: almost seven in 10 Canadians prefer reducing the tax…
- By: donalee Moulton
- September 19, 2012 October 30, 2019
- 23:00
Positive wording can have an impact
Choosing to phrase concepts in a more positive light can go a long way toward making clients feel at ease
- By: Megan Harman
- September 19, 2012 October 30, 2019
- 23:00
Competing with former employers
Recent judgments appear to favour advisors who leave their firms and continue to serve the same clients the final word is yet to come
- By: Patricia Chisholm
- September 19, 2012 October 30, 2019
- 23:00
Manulife plumbs high net-worth market
New service is designed to compete with banks
- By: Rudy Mezzetta
- September 19, 2012 October 30, 2019
- 23:00
Customizing advice for newcomers
There is a huge range in the financial needs of recent immigrants. How to find the best ways to help
- By: Dwarka Lakhan
- September 19, 2012 October 30, 2019
- 23:00
DUCA promotes Senechal
DUCA Financial Services Credit Union Ltd. has announced that Richard Senechal has been appointed president and CEO. Senechal had been filling the role of CEO…
- By: Rudy Mezzetta
- September 19, 2012 October 30, 2019
- 23:00
New help for family-business owners
A new program at UBC's Sauder School trains advisors in the tough business of advising family firms
- By: Brian Lewis
- September 19, 2012 October 30, 2019
- 23:00
Poor results mire Q2
Canada's big banks were the major winners in the quarter, as most firms saw earnings declines
- By: Catherine Harris
- September 19, 2012 October 30, 2019
- 23:00
CRA too picky about medical claims
While a properly filled out certificate is best, other medical evidence may be enough
- By: Ann MacAulay
- September 19, 2012 October 30, 2019
- 23:00
Lahey to leave Alterna
Alterna Savings and Credit Union has announced that John Lahey, president and CEO of the Toronto-based financial co-operative, will retire at the end of this…
- By: Rudy Mezzetta
- September 19, 2012 October 30, 2019
- 23:00
Expand your clients’ financial literacy
LYNNE TRIFFON SAYS THE most crucial part of her job as a financial planner is to deepen her clients’ knowledge of finance and investing so…
- By: Rosemary McCracken
- September 19, 2012 October 30, 2019
- 23:00
National Bank and WWFS part ways
NBF says the MFDA piece of Wellington West was not a good fit with its IIROC-based businesses
- By: Geoff Kirbyson
- September 19, 2012 October 30, 2019
- 23:00
Gregory at Standard Life
The Standard Life Assurance Co. of Canada, based in Montreal, has announced the appointment of Jennifer Gregory as national vice president of business development for…
- By: Rudy Mezzetta
- September 19, 2012 October 30, 2019
- 23:00
IIROC focuses on compensation practices
The elimination of embedded compensation in Britain and elsewhere has yet to become an issue in Canada
- By: James Langton
- September 19, 2012 October 30, 2019
- 23:00
Scotiabank inks deals with Asian banks
Agreements with Kotak Mahindra Bank Ltd. and Bank of Xi'an will help attract clients of Indian and Chinese descent
- By: Paul Brent
- September 19, 2012 October 30, 2019
- 23:00