Planning and Advice

How to stay relevant in the age of robos

Investment managers from BMO and Wealthsimple offered tips

By Simon Doyle |February 16, 2017

3 min read

Five crucial questions for executors

Philip Porado on the five questions your clients should ask a prospective executor

By Philip Porado |February 16, 2017

4 min read

37% of boomers question if they have enough savings

As your clients live longer, help them adjust their retirement goals and plans to account for extra costs.

By Staff |February 14, 2017

3 min read

RRSP contributions fall by 26% between 2000 and 2013

The number of Canadians in their prime-working years that contributed to their RRSP accounts steadily declined from 2000 to 2013, according to a report by Statistics Canada. The report said among individuals aged 25 to 54, the number of annual RRSP contributors fell 16% between 2000 and 2013. The number of contributors in the age […]

By Staff, with files from The Canadian Press |February 13, 2017

1 min read