Practice

30% of Canadian retirees face surprising costs

A recent RBC retirement poll shows that Canadians aged 55 and older are most worried about maintaining their standard of living, having enough savings and covering healthcare costs. Turns out they have reason to worry. Of Canadians who say they faced surprises after retiring, 30% say they’re most surprised by higher spending and unexpected costs […]

By Staff |February 27, 2017

2 min read

Four strategies to help clients handle retirement challenges

So much of retirement planning involves calculation – how much clients need to save, how much cash flow they require, and for how long. But while retirees can’t possibly plan for every eventuality, they can and should try to ensure they’re ready to face whatever comes their way. Here are four innovative ways to help […]

By Camilla Cornell |February 23, 2017

2 min read

2 ways to rejuvenate the financial planning industry

Populations are aging across the globe—and the advisor population is no different.

By Staff |February 17, 2017

2 min read

How to stay relevant in the age of robos

Investment managers from BMO and Wealthsimple offered tips

By Simon Doyle |February 16, 2017

3 min read

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