Do you think that retirement for you and future generations will be significantly different than it is for current retirees? If you say, “yes”, you’re not alone. Most consumers anticipate meaningful differences. Thoughts, expectations, confidence and planning do differ when considering age and gender. Here are some recent findings shared with permission from the LIMRA Secure Retirement Institute. If the Shoe Fits: Generational Names and Retirement Attitudes, 2017.
We were honoured to be selected Life & Health Insurer of the Year at the 2018 Insurance Business Awards at the 3rd annual awards gala on November 29, 2018 at the Liberty Grand Toronto.
Key takeaways: Tactically increased U.S. and international equities, reduced cash. Remain overweight in equities and underweight in fixed income.
The month of October historically has been one of the most volatile months for the stock market, and this year has turned out to be no different.
Ashley Misquitta, Senior Portfolio Manager, U.S. Equities recently appeared on BNN Bloomberg's "Market Call Tonight"* to share his views on the U.S. market. Watch the interview to find out what Ashley had to say.
Key takeaways: Tactically increased international equities and decreased Canadian equities. Remain overweight in equities and underweight in fixed income.
After starting the year with strength in the first few weeks of 2018, international equities were caught up in a period of global equity market volatility over the following weeks. Unlike the U.S. and Canadian markets, international markets have yet to fully recover from that volatility.
Ashley Misquitta, Senior Portfolio Manager, U.S. Equities recently appeared on BNN Bloomberg's "The Close"* segment to share his views on the U.S. market. Watch the interview to find out what Ashley had to say.
My last article shared the story of a divorced gentleman, Gaeten, who named his common law partner Mirielle, joint beneficiary of his Tax-Free Savings Account (TFSA) along with his daughter, Marie. I covered off the problem Mirielle would have trying to maintain the tax sheltered status of her share of Gaeten’s account which would pass to her on Gaeten’s death. What if Gaeten named her as a successor holder (subrogated policyholder in Quebec)?1
Who speaks for you when you can’t speak for yourself? Who handles your stuff when you can’t? What do they need to know? What are they supposed to do with them? How can you make it easier for the people who act for you under a power of attorney or will? Let’s focus on a growing area, digital assets and access.