In this special feature: focusing on clients’ retirement goals; understanding annuities; changes to the CPP; managing debt; holding cash; and much more from the Mid-November 2016 issue of Investment Executive. Photo copyright: goodluz/123RF.
November 10, 2016Some top advisors explain how they are navigating the difficult, sometimes delicate task of persuading older clients to reduce expectations while finding low-risk ways to boost income
Retirees with comfortable nest eggs held outside of registered funds may want to consider setting up a systemic withdrawal plan, which allows the client to establish the withdrawal rate that is optimal for his or her needs without taking out too much
Playing the low-rate gameThe irony for many disciplined savers is that after a lifetime of nurturing their nest eggs, they may find spending in retirement and watching their savings dwindle as they age very difficult. You can help allay worries about making the money last
The 2025 ETF Guide provides a snapshot of how these products are evolving, from industry-wide trends to regulatory changes, along with some of this year’s…
Everything financial advisors need to know about this year’s federal budget
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Disability insurance, annuities and much more