Industry News

Couples must be open about goals

If you ask most clients what they want to do in retirement, it’s a safe bet that none of them will say “bicker with my spouse.” But that may be a leading pastime if the couple is not open about their vision of the golden years. A survey of Quebec retirees by TD Waterhouse found […]

By Steven Lamb |February 18, 2010

2 min read

Public still needs RRSP, TFSA education: polls

As the March 1 deadline for RRSP contributions approaches, Canadians are anxious about their retirement plans. With good reason, it would seem, as a pair of surveys conducted by Leger Marketing show confusion and a lack of understanding when it comes to Canada’s top investment vehicles. According to a survey commissioned by BMO, 80% of […]

By Steven Lamb |February 17, 2010

4 min read

Briefly:

The challenge has been issued. Canadian youth are being invited to join the Financial Fitness Challenge, a contest sponsored by the Canadian Securities Administrators (CSA). The goal of the challenge is to raise awareness of how to budget, save and invest better. Running from Feb. 15 to April 15, 2010, the bilingual contest is open […]

By Staff |February 17, 2010

4 min read

Pre-retirees too risk averse

As Canadians approach retirement, they are generally expected to ratchet down the risk level of their portfolios. But a recent survey suggests that the market crash of 2008-2009 has scared many pre-retirees into positions that are far too conservative. According to a survey by Ipsos Reid, Canadians over the age of 50 are holding 25% […]

By Steven Lamb |February 16, 2010

1 min read