Canadians past the age of retirement are increasingly choosing to keep working, often part-time. They need help from their financial advisors to assess what they want to do in the workplace, and how they will do it
Many clients reach their contribution limits with registered accounts but still have capital to invest. With a little ingenuity, they can continue to invest in vehicles that receive favourable tax treatment
Long-lived clients and anemic fixed-income returns mean that financial advisors should be looking for ways to keep investments growing strongly well into the retirement years
Majority admit that they can’t estimate the retirement income they will likely need
Rebranded Portfolio Management Association of Canada calls on governments to synchronize their efforts
Skip the usual ‘lecture’ and address clients’ personal retirement wants and needs
Website helps consumers consider finances, lifestyle issues
56% of Canada’s boomers still have a mortgage: report
One in five have tapped into their long-term savings and investments to meet immediate financial needs
Upcoming CPP changes will impact retirement income