Canadian senior women live an average of three years longer than men, while their annual retirement income is significantly lower. That means careful planning is even more important if you’re a woman. Make sure you’re on track for a long — and financially secure — retirement.

There are times in every financial advisor’s career when he or she must have a challenging discussion with a client. Perhaps an investment strategy didn’t perform to expectations.

When it comes to investing, many people think they can go it alone, either by figuring it out themselves, or by using a so-called robo-advisor. In a great many cases, working with a credentialed, human financial advisor is the better course of action.

When the 2019 federal budget was presented March 19, 2019, it revealed changes to the Registered Disability Savings Plan (RDSP).

We all especially the moms out there know that parenthood requires a lot of sacrifices.

A good credit history and a high credit score are valuable assets that can help your clients access financing solutions and even get a better interest rate.

If you’re like a great many Canadians, making an RRSP contribution by the March 1 deadline feels like a mad dash to the finish line.

If you’re like an increasing number of Canadians, you enjoy the convenience and time savings of online shopping. But those same features can make it so easy and attractive that online shopping can become a cash siphon...

As a financial advisor, you know how important it is for your clients to track their spending and stay on budget. Otherwise, it’s easy to overspend and get into debt.

Here are five techniques you can suggest that make it easier for clients to track their spending.

Estate planning is an important component of the services you provide for your clients. But an estate plan is not a “set it and forget it” matter. Instead, it requires continued periodic attention to ensure it continues to be an accurate reflection of the client’s wishes.