Pension Related Highlights from the 2016 Federal Budget Announcement

Finance Minister Bill Morneau announced the 2016 federal budget on March 22nd. The budget forecasts big deficits over the next five years, which includes financing a new tax-free monthly child benefit, more money for First Nations, infrastructure spending and extended employment insurance benefits to hard-hit regions.(1) The pension-related highlights from...

Upcoming Speaking Engagements

Join us at the following conferences and hear us speak, we would love to connect! April 4th: Opal Group's Canadian Pension Congress To read more and understand what this all means, . Martin Leclair will be speaking on a panel at 4:45 p.m. regarding 'Manager Selection Strategies' April 5th: Opal Group's Family Office and Endowment Investment Forum Martin...

A Real-Life Stress Test

The year 2016 started out with a bang, to say the least. The past year marked a transition in financial markets as the U.S. hiked overnight interest rates for the first time in nine years, releasing volatility and, with it, the rally in equity markets we’ve enjoyed so much over the last five years began to fizzle. It can be difficult to adjust to the end of...

Fast Pension Facts

Every Friday we share a pension fact, relevant to the majority of Canadians. We call them #PensionFactFriday - follow us on Twitter, LinkedIn and Facebook to stay up-to-date on weekly facts!

Administration Check-Up for Plan Sponsors

Are you a plan sponsor? If so, you are deemed the administrator of your pension plan (some exceptions apply to trusteed plans). While the record-keeper/custodian of your program is looking after the investment and funding allocation, they rely upon your inputs for information regarding membership and funding. Plan sponsors, please remember a couple areas...

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