Practice

Create a social media marketing plan

The steps and costs of integrating social media into your marketing strategy.

By Melonie Dodaro |May 2, 2013

4 min read

Hot topics: Relevance and future of retirement annuities

There are no guarantees with most financial products—but that’s not the case with annuities. Here’s a product that provides stable, secure income for life, eliminating the risk of outliving your money. Yet, in a low interest rate environment, many investors have steered clear of them. We asked two advisors to give us their take on the following resolution: that a turn in interest rates will change the picture for retirement annuities, and that this will happen soon.

May 2, 2013

4 min read

Advisor analysis – Mark Halpern

The first question I would ask Karen and Sam is, “Do you have a will?” With a will, they can name a guardian and structure their daughter’s income through a Henson Trust to protect her government benefits.

By Mark Halpern |May 2, 2013

2 min read

Karen, Sam and Chloe: Retirement Resource Centre Case Study

Karen and Sam are saving for retirement and need to build a legacy for their daughter with a serious disability.

May 2, 2013

2 min read