Planning and Advice

Curb client confusion about financial planning

An investment plan does not equal a financial plan

By Katie Keir |October 26, 2022

3 min read

Most employer retirement plans don’t support decumulation: report

Less than 5% of pension programs administered by the largest insurance companies offer decumulation options, finds the C.D. Howe Institute

By Staff |October 25, 2022

2 min read

When to talk about permanent insurance during estate planning

Going beyond investments with clients remains a good way to add value, particularly in down markets

By Guillaume Poulin-Goyer |October 19, 2022

3 min read

Is the worst yet to come for the economy?

Advisors discuss the need to prepare for tough times

By Michelle Schriver |October 14, 2022

4 min read