A retirement portfolio may have to last 30+ years. What are the best strategies for tax-efficient decumulation? What do advisors need to know about CPP, OAS, TFSAs, RRIFs — and how they interact? And how can advisors create appropriate post-retirement portfolios while preserving income and security?
In this virtual roundtable hosted by Investment Executive and Advisor’s Edge on Tuesday, November 23 at 1:00 pm ET, tax experts and a portfolio manager weigh in on strategies and tips for tax-efficient decumulation and generating retirement income. Advisors will come away with a better sense of how to set up their clients’ financial plans for post-retirement success.
Melissa Shin, Editorial Director, Advisor’s Edge & Investment Executive
Anna Castro, Vice President & Director, Senior Portfolio Manager, Asset Allocation, TD Asset Management
Justin Ezekiel, Director, Tax and Estate Planning, Sun Life Global Investments
John Natale, Head of Tax, Retirement & Estate Planning Services, Manulife Investment Management
John Yanchus, Tax and Estate Planning Consultant, Wealth Distribution, Canada Life
Register Now and get FP Canada and IIROC CE credits (pending approval)*
* Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to FP Canada and IIROC for continuing education credits. You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the live webinar.