Retirement

Simon Chan is on Canadian Advisor.cast Simon Chan is on Canadian Advisor.cast

Industry

Simon Chan is on Canadian Advisor.cast

Retirement is evolving, for clients and advisors alike

By Kevin Press |November 21, 2025

2 min read

More than half of early retirees did so involuntarily: survey More than half of early retirees did so involuntarily: survey

Industry

More than half of early retirees did so involuntarily: survey

Advisors, however, can help clients plan for unforeseen health issues, layoffs

By Jonathan Got |November 18, 2025

2 min read

How retirement coaching is redefining the future of advice How retirement coaching is redefining the future of advice

Longevity

How retirement coaching is redefining the future of advice

Retirement readiness is about more than money

By Simon Chan |October 14, 2025

3 min read

SIMA calls for retirement policy reforms to enable Canadians to grow private savings SIMA calls for retirement policy reforms to enable Canadians to grow private savings

Industry

SIMA calls for retirement policy reforms to enable Canadians to grow private savings

Suggestions include eliminating GST/HST on investment fund management fees, raising RRIF conversion age and more

By Noushin Ziafati |August 27, 2025

5 min read