As inflation continues to affect retirees’ portfolios, you’ll need a strategy for maximizing retirement income. This Special Report on Retirement helps you plan for adjustments to clients’ withdrawals as well as their planned retirement date. We also examine the compliance regime for vulnerable clients, new annuity products and RRSP reporting rules.
November 20, 2022In many cases, doing nothing is the best option
Financial advisors must look for flexibility in spending, taxation and government benefits
The rules are changing for older and vulnerable clients as the proportion of Canadians navigating retirement increases
When setting a retirement date, several factors must be considered, including clients’ goals, circumstances and worst-case scenarios
These annuities are designed to help clients reduce longevity risk. Pension experts call for wider availability
The proposed regime will allow the CRA to identify accounts that have grown significantly
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…
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
