Practice

Retirees who travel are healthier, says report

Retirees should plan to travel during retirement.

By Staff |February 3, 2014

1 min read

Seniors say they know it all when it comes to finance

Canadian seniors are more likely than other age groups to give themselves a high mark for overall financial knowledge, shows BMO Financial Group’s third annual financial literacy report.

By Staff |February 3, 2014

2 min read

Follow up like Detective Columbo

A prospect says she’s impressed with your proposals, but you don’t hear back for over a week. You want to follow up, but don’t want to seem like a pest.

By Bryce Sanders |February 3, 2014

3 min read

Currency risk in a retirement portfolio

In late January, the loonie flirted with $0.90 USD, its lowest level since the summer of 2009. For retirees who spend time in the US and abroad, a falling loonie makes travel much more expensive. It also underscores the importance of currency diversification in an investment portfolio: a declining Canadian dollar boosts the returns for foreign stocks. But getting that exposure without taking undue risk requires some thoughtful planning.

By Dan Bortolotti |February 3, 2014

2 min read