Planning and Advice

Older Canadians share financial lessons

Almost six out of 10 older Canadians experienced a major life event that challenged their prior financial plans, finds an OSC survey.

By Staff |June 1, 2015

1 min read

IIROC settles with advisor who made personal deals with clients

On April 16, 2015, an IIROC hearing accepted the settlement agreement, including penalties, entered into between IIROC staff and Daniel Siska.

By Staff |June 1, 2015

1 min read

Help clients plan beyond their weddings

Your younger clients – or maybe their excited parents – may be planning on spending a lot of money on their weddings, but a lavish party is a missed investing opportunity.

By Staff |May 29, 2015

1 min read

Dividends aren’t just for income anymore

Yielding stocks often help retirees with their day-to-day expenses, but with people living longer, it may be better to reinvest the dividends instead.

By Bryan Borzykowski |May 27, 2015

3 min read