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
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
