Financial Planning

What happens to an RRSP when a client relocates to the U.S.?

Why advisors need to embrace video in their marketing initiatives

Will this couple run out of money because they retired early? Plus: What’s the bigger risk to your retirement – cuts to the CPP or declines in stocks and real estate?

Why women (probably) shouldn’t take their CPP early

These Canadians wish they had taken their CPP benefits earlier. Here’s why

Your CPP questions answered: If you’re receiving survivor benefits, is there a good time to take your own CPP?

Ottawa considers building housing on federal land, the Home of the Week and more top real estate stories

Will Malcolm, 60, and Laura, 57, run out of money because they retired early?

Why biodiversity is the newest wave for ESG

Alberta expecting to get federal estimate of its share of Canada Pension Plan by fall

CPPIB posted a 3.4% return in latest quarter, adding $14.6-billion to assets

What’s the bigger risk to your retirement – cuts to the CPP or declines for stocks and real estate?

Why men (probably) shouldn’t take their CPP early

These Canadians wish they had waited to take their CPP benefits. Here’s why

Your CPP questions answered: When to file for CPP benefits and strategies to combine them with the OAS

Ask a planner: How do I manage converting mutual funds to ETFs

More than half of Jill’s net worth is real estate. Is that a problem as she heads into retirement?

How commonality breaks down barriers between ethnic groups

How this couple in their 50s should manage their investments in retirement. Plus, why these Canadians waited until 70 to collect their CPP benefits