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Special Report on Retirement 2019

In this special feature: helping clients build an RI retirement savings plan, tackling longevity risk, making sure older clients have adequate insurance and much more.

November 14, 2019

Responsible retirement saving

Research shows that RI does not lead to poorer returns

  • November 15, 2019 November 18, 2019
  • 00:11

Making your practice senior-friendly

Senior clients have specific needs. Most important, ensure you're communicating with them in the manner that suits them best

  • November 15, 2019 November 14, 2019
  • 00:10

Are you too conservative with your senior clients’ portfolios?

Low rates and clients' longevity challenge traditional asset allocation, yet moving beyond the status quo is also a challenge

  • November 15, 2019 November 14, 2019
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Are your older clients adequately insured?

Determine any gaps in insurance by matching their assets and their needs to their liabilities

  • November 15, 2019 November 14, 2019
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Education is part of a healthy retirement

With many institutions offering free courses for seniors, there are several options for retirees who want to be lifelong learners

  • November 15, 2019 November 14, 2019
  • 00:07

Tech Tips: Cybersecurity for retirees

While seniors are increasingly tech-savvy, scammers are becoming more sophisticated. Share this list of tips with your senior clients

  • November 15, 2019 November 14, 2019
  • 00:06

Helping clients prepare for the unexpected

Conversations about the possibility of job loss, divorce and illness are unpleasant but necessary elements of a truly proactive financial plan

  • November 15, 2019 November 14, 2019
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A lesson on limits

A recent court case demonstrates the importance of clients keeping track of their maximum RRSP contributions

  • November 15, 2019 November 14, 2019
  • 00:04