Investment Executive Special Alert

Wednesday November 24, 2021
Financial news you can use
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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

TFSAs: an underused retirement planning tool
More clients could benefit from TFSAs' ability to provide tax-free income in retirement
November 22, 2021

Practice Management
Choosing and working with a successor for your practice
Tips for finding the right person
November 22, 2021

New products aim to close retirement income gap
Managing longevity risk while providing steady income poses a challenge
November 22, 2021

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

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

Model portfolios: Inflation protection for senior clients
Two financial advisors suggest portfolios that provide income, tax efficiency and inflation protection for a hypothetical senior client
November 22, 2021

Reducing mortality risk
Elderly clients can take steps to help themselves enjoy longer, healthier lives
November 22, 2021

Real tips for managing retirement spending
We spoke with six advisors
November 22, 2021

Practice Management
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

Practice Management
Tips for advisors starting the succession planning process
Thinking about retirement doesn't have to be difficult
November 22, 2021

BYB: Retirement

Special Reports
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.
12 November 2021


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