Advisors have a responsibility to help clients prepare
Current economy continues to shape investor behaviour
Paying down debt the No. 1 priority
Audits at RBC DS highlight the importance for advisors to exercise caution when assisting clients with complex tax planning
“Financial planner” title should be provincially regulated and restricted, report says
There are some financial planning moves that can ensure clients save some costs and defer certain taxes as 2009 draws to a close
It depends on the client — and many other factors, such as the client’s risk tolerance and whether the pension is indexed
Retirees and those approaching retirement are cutting back on their expenses because of the recession; they don’t need to, experts say
Advisors and their clients should consider how financial planning arrangements are affected when seniors keep working
Twice as many boomers say home ownership is a financial priority compared to a year ago