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Keyword: Retirement income

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Senior couple planning a holiday

High bond yields and weak forecast for equities make conservative portfolios more attractive

Couple getting financial retirement advice from consultant at home

Firms need to address gaps in estate-planning support as cohort of elderly clients grows

Money garden

John Yanchus of Canada Life says annuities are increasingly popular in the current economic climate, and they have a lot going for them

Savings money jar full of coins concept for saving or investment for a house, retirement or education

Strategic withdrawals allow clients to smooth out their income levels over retirement

new direction

Reconstruction should focus on client needs, risk mitigation

Agreement win-win

Rating agency says strategic partnership has attractive benefits for all players


Department of Finance will wrap up its study in June

Elder couple planning

Financial planners must consider the complexity of client circumstances, according to research from FP Canada's foundation

Financial protection for the future, nest egg, retirement savings

Current RRIF minimum withdrawal rules put seniors at risk of outliving their savings

confused man

Leverage these tips to address planning and income needs

  • By: Ron Hanson
  • March 14, 2023 March 14, 2023
  • 15:00