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Special Report on Retirement 2021

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, 2021

Tips for advisors starting the succession planning process

Thinking about retirement doesn't have to be difficult

  • November 22, 2021 November 19, 2021
  • 09:04

Practice assessment tips for advisors working on succession

An expert explains how and why to prepare details about your practice and clients

  • November 22, 2021 November 19, 2021
  • 09:02

Choosing and working with a successor for your practice

Tips for finding the right person

  • November 22, 2021 November 19, 2021
  • 09:00

Timing is everything when it comes to government benefits

Decisions on when to collect CPP benefits and to convert RRSPs can have a profound effect on clients' retirement income

  • November 22, 2021 November 19, 2021
  • 00:13

Real tips for managing retirement spending

We spoke with six advisors

  • November 22, 2021 November 19, 2021
  • 00:12

TFSAs: an underused retirement planning tool

More clients could benefit from TFSAs' ability to provide tax-free income in retirement

  • November 22, 2021 November 19, 2021
  • 00:11

New products aim to close retirement income gap

Managing longevity risk while providing steady income poses a challenge

  • November 22, 2021 November 19, 2021
  • 00:09

The advisor’s retirement: Making a smooth transition

Christine Timms discusses common retirement challenges and some of the steps for creating a succession plan

  • November 22, 2021 November 22, 2021
  • 00:08

Take a load off

Financial advisors can help remove the burden for beneficiaries and executors by helping retirees organize ahead of time

  • November 22, 2021 November 19, 2021
  • 00:07

Reducing mortality risk

Elderly clients can take steps to help themselves enjoy longer, healthier lives

  • November 22, 2021 November 19, 2021
  • 00:03