Planning and Advice

3 ways to help clients win financially

Helping clients feel financially secure is more important than helping them buy a house or a car.

By Staff |October 31, 2016

1 min read

How long will your client live?

Accurate life expectancy data is making financial planning more effective, allowing for a truer estimate of how much clients must save for retirement. Read: Canada’s retirement system gets a B from global pension index Life expectancy at birth has increased over the decades, and in 2011, centenarians were the second-fastest growing age group, reports Statistics […]

By Staff |October 31, 2016

2 min read

When an RRSP beneficiary faces a tax liability

Recent case shows the consequences of not seeking advice

By Jamie Golombek |October 28, 2016

4 min read

CIBC overcharged some investors for 14 years

Clients with fee-based accounts holding investments with embedded trailer fees were overcharged. The bank has a plan to pay it all back.

By Staff, with files from The Canadian Press |October 26, 2016

1 min read