What is an insured annuity? An insured annuity is a financial strategy used to maintain a steady income during retirement but at the same time preserve the value of your…
Tag: retirement planning
Globe & Mail video: What CPP's investments tell us about the importance of portfolio diversification
Watch Rob Carrick speak with president and CEO of the CPP Investment Board about their investment portfolio.
Advisor.ca article: How tax rules disadvantage family business succession
by Simon Doyle and Melissa Shin Many business owners dream of passing their businesses on to their children. But thanks to a specific anti-avoidance tax rule, it’s often more profitable…
Globe & Mail article: Ontario Teachers’ Pension Plan posts 13% return in 2015
Ontario Teachers’ Pension Plan’s 13-per-cent rate of return in 2015 was buoyed by growth in its private market assets, where investing conditions have grown increasingly challenging. The pension plan, which…
Aging Parents Who are Still Working After 65
Reasons why they “have to” or “want to” Study conducted by Home Instead Senior Care These days, it is not uncommon to find seniors and aging parents working through their…
Should You Treat Your Business Like a Pension Plan?
Incorporated professionals and business owners no longer have to worry that some Canadians have access to superior pension plans. The Individual Pension Plan (IPP) was developed specifically for business owners and…