Planning and Advice

Famed astronaut returns to Canada

The majority (82%) are content with their current lifestyles, and a third have too many activities and too little time, finds a study by BMO Financial Group.

By Staff, with files from The Canadian Press |September 3, 2013

1 min read

Prospecting on vacation

Vacations give you a chance to get away and recharge, but sometimes opportunity knocks.

By Bryce Sanders |September 3, 2013

3 min read

Advisor analysis – Lee Helkie

It would be prudent to see a complete summary of Mike and Gary’s assets—it matters where their $3 million in RRSPs is invested because if it’s all in equities, that could fluctuate and they need to be comfortable with the fact that it could drop to $1.5 million.

By Lee Helkie |September 3, 2013

2 min read

Taking a longer view

It might help to get some inspiration from pension funds—after all, a client’s retirement portfolio is just a type of personal pension plan designed to provide a lifetime of income.

By Dan Bortolotti |September 3, 2013

2 min read