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  1. Peter Drake
    In part 3 of our series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses how kids’ expectations of wealth transfer are becoming increasingly unrealistic. He gives tips on how to broker communication between parents and the next generation about inheritance and retirement planning.
  2. Peter Drake
    In part two of a three-part series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses how to manage financial planning and family dynamics between the death of the first and second spouses.
  3. Dwarka Lakhan
    Build relationships with the next generations of clients
  4. Peter Drake
    In part one of a three-part series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on how to help clients balance funding their own retirement with their desire to help the next generation with skyrocketing real estate and education costs.
  5. Dwarka Lakhan
    The features of permanent insurance may make it worth the higher cost
  6. Dwarka Lakhan
    Keep your clients focused on their long-term goals
  7. Peter Drake
    In a three-part video series, retirement expert and economist Peter Drake outlines demographic trends and their impact on estate planning
  8. Natixis Global Asset Management
    Advisors play different roles when helping clients meet their financial objectives
  9. Vickie Townson
    Vickie Townson, founder, midlife coach, Life’s New Chapter Coaching, explains that helping clients know their core values is essential to a fulfilling retirement. She highlights one powerful question that helps clients identify their values.
  10. Robert Armstrong
    Robert Armstrong, vice president, head of managed solutions, BMO Global Asset Management Inc., discusses three investment strategies for retired clients that provide a smoother return stream, low volatility and downside protection.