Prepare your practice for the upcoming RRSP season. In this special feature: talking to clients about life goals; strategies using bonds, ETFs and RRSP loans; spousal options; changes to the Canada Pension Plan; and much more.
December 8, 2011
Prepare your practice for the upcoming RRSP season. In this special feature: talking to clients about life goals; strategies using bonds, ETFs and RRSP loans; spousal options; changes to the Canada Pension Plan; and much more.
December 8, 2011One-in-three lack confidence in their ability to save for retirement, twice as many as last year
Principal-protected products provide peace of mind for worried clients
Exchange-traded funds give you a wider range of options for building balanced portfolios for your clients
While pension income can be split, spousal RRSPs offer more options for reducing household taxes
The federal government is proposing that companies without pension plans start offering pooled registered pension plans. But it’s not clear they are the best route for all clients, such as those who already have retirement savings plans well in hand
With stock markets still unsetttled, more RRSP investors may be receptive to adding bonds using low-cost funds or ETFs
Working with older clients who are approaching retirement or already there can lead to more situations in which end-of-life tasks loom large
Changes in latitude, changes in attitude. Many Canadians long to give up the daily grind and live where flowers bloom year-round, snow doesn’t exist and their retirement dollars stretch further than at home.
The boomers are determined to “stay alive” in retirement, and many are renewing their engagement with the workplace to do so. You can help your clients plan for that transition
Some clients will be able to begin collecting pension benefits while still working full-time. For others, the financial advantages of retiring later have increased
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
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