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Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses research from the 2017 Fidelity retirement survey about the impact of financial plans on clients’ lives.

  • May 31, 2017 December 19, 2017
  • 09:00

With returns on traditional fixed-income investments difficult to come by in a low interest rate environment, tax efficiency is becoming an increasingly important component in building a healthy retirement income. Discover a variety of ways to help clients minimize the tax bite in retirement, from the use of corporate class funds in non-registered accounts to […]

  • November 9, 2016 July 31, 2018
  • 15:40

Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses the top three highlights from the 2016 Fidelity Retirement Survey, which reveal surprising trends in seniors’ finances and lifestyles.

  • May 25, 2016 December 15, 2017
  • 13:20

  • August 25, 2008 December 15, 2017
  • 14:50