Planning and Advice

Some early retirees would be broke within a year

If forced to retire early, it would take just five years for 40% of middle-aged people to run out of money, finds a survey by Investors Group.

By Staff |June 18, 2015

2 min read

Protect business-owning clients from lawsuits

Three in 10 small business owners have dealt with the stress and disruption of handling a legal dispute in the last three years.

By Staff |June 17, 2015

1 min read

Do clients understand TFSAs? 5 things to ask

Six years after TFSAs were introduced, many clients still don’t understand how they work, finds a survey by Mackenzie Investments.

By Staff |June 17, 2015

2 min read

Don’t count on business sale to fund retirement

Advisors planning to sell their practices and retire will find themselves in a highly competitive sellers’ market in 10 to 15 years.

By Staff |June 17, 2015

1 min read