Theresa Tosh, an advisor with TD Waterhouse Private Investment Advice in Toronto, describes her practice, which focuses on retirees and near-retirees. She discusses the metaphor she gives to clients to explain the transition from growing assets to deaccumulation. She spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
Business owners do a better job of retirement planning and start investing at an earlier age
Annual spending of more than 2% of savings may be unsustainable
Brett Strano, an advisor with Edward Jones in Mississauga, Ont., talks about keeping clients on track with their retirement strategies even during stormy times. Strano discusses three “buckets” for retirement planning in the short and long term, focusing on “need to haves”, “nice to haves” and “never haves”. He spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre.
Similarities in the Canada and U.S. an opportunity to expand the reach of the institute
The financial services industry has cultivated certain perceptions to satisfy specific marketing agendas, so it is imperative that you help your clients get realistic about what it will take to get them to where they want to be in their golden years
Opportunity exists for financial advisors to help couples bring their retirement planning in line
Health, location and financial considerations will determine whether retiring boomers move or not
Harper’s recent comment about the need for reform of the public retirement system could create problems for his government
Forty per cent wished they had started saving for retirement earlier, advise young Canadians to get moving