Industry

Making a strong case for LTC

There’s a way to successfully integrate long term care insurance (LTC) into an advisor’s practice, but it takes some work. Client segmentation, credentialed staff, carefully scripted conversations and structured meetings all help to effectively integrate long term care insurance into an advisor’s practice, according to Greg Pearson, insurance specialist at Meckelborg Financial Group Inc. in […]

By Art Melo |October 23, 2009

3 min read

TFSA changes update

There have been a couple of questions raised by advisors about the new restrictions placed on the Tax-free savings account (TFSA), which were announced last week. Advisor.ca’s French language sister site, Conseiller.ca, was asked whether the government in Quebec would harmonize its version of the TFSA, called the CELI, with the federal government. The answer […]

By Mark Noble, Claude Couillard |October 22, 2009

3 min read

Canadian saving habits questioned

A lingering question is whether the events of the past year have forced Canadians to save more. Two studies released from different institutions have reached different conclusions. According to RBC/Ipsos poll of 1,000 Canadians, people are actually saving less than they were before. The survey found that one-third of Canadians (34%) indicate they are saving […]

By Mark Noble |October 22, 2009

4 min read

Briefly:

All that glitters is gold, this according to Toronto-based Bullion Management Group (BMG). BMG predicts that gold prices will continue their rapid rise, matching their 314% increase in the last eight years. “The formula for inflation—rising oil prices and increasing money supplies—is already well in play and this should fuel further increases in gold prices,” […]

By Staff |October 22, 2009

2 min read

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