With inflation affecting spending and portfolios, your retired clients will need clear counsel. This year’s Special Report on Retirement provides insights on inflation-proofing portfolios, managing retirement spending, government benefits, tax savings and more.
November 22, 2021Thinking about retirement doesn't have to be difficult
An expert explains how and why to prepare details about your practice and clients
Tips for finding the right person
Decisions on when to collect CPP benefits and to convert RRSPs can have a profound effect on clients' retirement income
We spoke with six advisors
More clients could benefit from TFSAs' ability to provide tax-free income in retirement
Managing longevity risk while providing steady income poses a challenge
Christine Timms discusses common retirement challenges and some of the steps for creating a succession plan
Financial advisors can help remove the burden for beneficiaries and executors by helping retirees organize ahead of time
Elderly clients can take steps to help themselves enjoy longer, healthier lives
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