Sun Life vp advises focusing on older clients who are looking for all their financial planning under one roof
Declining expenses help foster sense of financial comfort among retirees
New tool helps advisors and investors understand the importance of the mix of products needed to reduce retirement risks
Retired and pre-retired Canadians have some regrets
Investors who work with advisors have higher participation rates and assets in registered savings plans than non-advised households
Centre will provide Canadian boomers with access to retirement research and resources
Accountants urge government to allow for innovative private sector solutions
Ottawa urged to avoid looking only at public sector solutions
Customized approach using mutual funds more effective than the “one-size fits all” approach of DB plans, industry group says