Planning and Advice

Should this retired Toronto couple buy or rent?

The situation Torontonians Jonah and Yaelle Goldstein,* both 75, love their stately Lawrence Park home. But, it’s become too much work to maintain. With its four bedrooms, five bathrooms and expansive backyard, the house was great for entertaining clients, friends and family when the couple was actively working as real estate agents. Now that the […]

By Simon Doyle |March 24, 2017

8 min read

Encourage clients to brainstorm their ideal retirement

“Retirement is like a long vacation in Vegas,” former Wall Street Journal columnist Jonathan Clements once wrote. “The goal is to enjoy these years to the fullest, but not so fully that you run out of money.” Easy to say. Not always so easy to do. But advisors can help clients plan for the “good” […]

By Camilla Cornell |March 23, 2017

2 min read

Why this advisor went discretionary

Before Marco Gil moved to a discretionary platform, he had to know his ABCs.

By Melissa Shin |March 14, 2017

4 min read

Female investors also act as household CFOs, finds survey

Among Canadian women who hold investments, almost all (92%) say they’re either the primary or joint financial decision-makers in their households, finds a poll by CIBC. Further, more than half (54%) say they feel confident about investing. So far, so good. But what if that confidence is erroneously grounded in portfolios that are too conservative? […]

By Staff |March 13, 2017

2 min read