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 that aired live 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.

Moderated by:
Melissa Shin, Editorial Director, Advisor’s Edge & Investment Executive

Presented by:
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

Sponsored by:

Canada LifeManulife Investment Management

Sun Life Global InvestmentsTD Asset Management

Watch Now and get FP Canada and IIROC CE credits (pending approval)*

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

For those who missed the live webinar on Tuesday, November 23, 2021 at 1:00 pm ET, the recording is also available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. CE accreditation is powered by CE Corner.

If you attended the live webinar on Tuesday, November 23, 2021 at 1:00 pm ET, you will receive an e-mail notification from CE Corner when your CE certificate is ready.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact support@cecorner.ca.