Practice

CE Course: Compendium of Sustainable Withdrawal Rates, Part 1

Earn CE credits “Compendium of sustainable withdrawal rates, part 1” is eligible for CE credits, see Accreditation details for more information. Course summary: Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for many different variables, asset allocation methods and withdrawal strategies. You must successfully complete the course “Purpose-Driven Sustainable […]

September 12, 2014

13 min read

Hot topic: Should you become your clients’ estate planning expert?

The baby boomers have had an impact on Canadian society ever since they came kicking and screaming into the world between the years 1946 and 1964. They fuelled a boom in suburbs, schools and shopping malls in their youth, a burgeoning home buyers’ market in their adulthood, and a focus on retirement planning as they reach their golden years. In fact, Canadians approaching retirement now make up the fastest-growing demographic in the country.

By Camilla Cornell |September 9, 2014

6 min read

Keep an eye on income investments

With rates potentially rising in 2015, now’s a good time to shift out of interest rate sensitive stocks.

By Bryan Borzykowski |September 9, 2014

3 min read

Top 5 estate administration mistakes

Help executors avoid these common errors.

By Elaine Blades |September 8, 2014

6 min read