In part 3 of our series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses how kids’ expectations of wealth transfer are becoming increasingly unrealistic. He gives tips on how to broker communication between parents and the next generation about inheritance and retirement planning.
In part two of a three-part series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses how to manage financial planning and family dynamics between the death of the first and second spouses.
In part one of a three-part series, “Fresh perspectives on estate planning”, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on how to help clients balance funding their own retirement with their desire to help the next generation with skyrocketing real estate and education costs.
In part four, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on tackling the perennial question of how much should your clients save — and how to keep them on track for retirement.
in part three, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, explains why millennials are essential to your future success. He gives tips on how to reach them.
In part two of a four-part series, Peter Drake, the former vice president, retirement and economic research, Fidelity Investments, Canada, outlines four reasons why clients put off saving for retirement and how advisors can help them overcome these common blocks.
Peter Drake, vice president, retirement & economic research with Fidelity Investments Canada ULC, discusses key economic and demographic trends that will impact future financial planning. He spoke at the CIFPs 2015 annual conference in Vancouver.
Peter Drake, senior vice president of retirement and economic research at Fidelity Investments Canada, discusses the changing face of retirement and how longer lives and lower interest rates are creating challenges for investors.
Peter Drake, vice president, retirement and economic research, Fidelity Investments Canada, discusses economic trends that will affect Canada and the global economy moving forward, and gives practical tips on investing tactics to ensure best possible retirement income for clients. He spoke at the 2013 CIFPs 2013 annual conference in Niagara Falls, Ont.