Industry News

Briefly:

(August 30, 2006) Regulators will have to be more responsive to the concerns of retail investors, the IDA says in its annual report. Citing an investor town hall held last year, the IDA noted the “increasing expectations of retail investors of regulators.” “In that regard, the IDA and regulators generally will have to review additional […]

By Staff |August 30, 2006

3 min read

Beyond RESPs: Insurance, sales strategies and tax planning

Once families have made the most of RESP contributions to collect government grants, they may be ready to look at insurance products or family trusts as another set of savings options to fund a child’s education. Universal life or whole life permanent insurance policies are two vehicles to build up a cash value over time […]

By Kate McCaffery |August 30, 2006

5 min read

Briefly:

(August 29, 2006) With all the talk of an impending flight to quality in the stock market, companies would be well-advised to shore up their own risk-management plans, according to a report from Ernst & Young. A survey of business leaders found almost half (46%) rated their risk-management programs as 8 or above, on a […]

By Staff |August 29, 2006

4 min read

Beyond RESPs: Financial planning for children

Parents and grandparents always want the best for their kids. No matter how young your clients’ children may be, September is a good time to capitalize on all of the free back-to-school awareness and talk to your clients about education savings and related financial-planning opportunities. Education planning can sometimes take a backseat to more profitable […]

By Kate McCaffery |August 29, 2006

4 min read