John Archer is the author of a widely-read monthly column on retirement planning, investment management and integrated wealth management in the Montreal Gazette, and he is ranked among the country’s leading experts on retirement planning, he is also active in the emerging discipline of planned giving.

Punitive changes coming soon to life annuities | March 10, 2016

Government pensions: What to expect and when | January 8, 2016

Everything you wanted to know about tax loss selling | September 15, 2015

Some insurers revisiting segregated funds | July 9, 2015

A two-step charitable donation strategy to maximize tax credits | April 20, 2015

House windfall requires investment planning | March 30, 2015

Personal Finance: What to do with old share certificates | March 9, 2015

Without a will, the Civil Code decides the estates of Quebecers | December 1, 2014

Mandates: making the best of a sad situation | October 20, 2014

Long-term care insurance for seniors is worth considering | September 1, 2014

Annuities address retirement income longevity concerns | July 8, 2014

A life insurance policy is one way to leverage investment income for maximum estate benefits | March 31, 2014

Give like Rockefeller;Save like Scrooge | November 25, 2013

Step back and assess your debt load | May 13, 2013

Documenting collections saves estate headaches | March 25, 2013

Life after work can be emotionally draining | August 21, 2012

Few options on tap to divide estate in non-traditional family | July 14, 2012

How to keep those cottage memories good ones | June 9, 2012

 
Other articles :

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When the Fed goes low, we go high

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The Fed is dusting off an obscure policy tool—yield curve control—as it ramps up efforts to keep Treasury yields low. So, we look to go where yields remain high—that is, high-yield corporates—and explore our shift to a positive outlook on the sector.

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