Inflation has soared in the past year. While this has affected all clients, retirees and pre-retirees are particularly challenged. What investment strategies can financial advisors employ for this group in this market environment? How can these clients take advantage of rising interest rates? What tax-planning strategies can clients employ to make the most of their investments? What role can government benefits play?

In this virtual roundtable that aired live on Wednesday, November 16, 2022 at 1:00 pm ET, hosted by Advisor’s Edge and Investment Executive, experts tackle these questions and more.

Moderated by:
Katie Keir, Research and Special Projects Editor, Advisor’s Edge and Investment Executive

Presented by:
Anna Castro, Managing Director, TD Asset Management
Lori Clements, Director, Tax & Estate Planning, Sun Life Global Investments
John Natale, Head of Tax, Retirement & Estate Planning Services, Manulife Investment Management

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 Wednesday, November 16, 2022 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 Wednesday, November 16, 2022 at 1:00 pm ET, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada and IIROC 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

Sponsored by:

Sun Life Global Investments
TD Asset Management Logo