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Practice assessment tips for advisors working on succession

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

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:02
Choosing and working with a successor for your practice

Tips for finding the right person

  • By: Katie Keir
  • November 22, 2021 November 19, 2021
  • 09:00
senior couple on a bench

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

senior woman on a laptop

We spoke with six advisors

retirement gameplan

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

  • By: Katie Keir
  • November 22, 2021 November 22, 2021
  • 00:08
senior woman on a computer

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

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

Today's retirees need more decumulation options, the report argues

  • By: Katie Keir
  • November 16, 2021 November 16, 2021
  • 14:01
Two senior ladies hiking in the woods

Labour scarcity is likely to curb growth and boost inflation, RBC warns

Reverse mortgage

However, retirees have seen their retirement plans disrupted by the pandemic

Two senior friends laugh affectionately together. The women are standing outside on a sunny but cool day. They are dressed in casual sweaters. One woman is of African descent and the other is Caucasian.

However, 25% said financial security would take a miracle, finds the Natixis Investment Managers' 2021 retirement index

  • By: IE Staff
  • November 3, 2021 November 3, 2021
  • 14:18