Retirement

Big dreams, low risk appetite Fallback Image Decorative pattern

Estate Planning

Big dreams, low risk appetite

A couple asks for help with ambitious retirement goals.

April 17, 2013

6 min read

Get involved in client’s pension planning Fallback Image Decorative pattern

Industry

Get involved in client’s pension planning

In the Canadian psyche, the RRSP has become synonymous with retirement. So much so, that most folks forget to factor in other sources of pension, which make up a significant part of their retirement incomes — in many cases more than their personal savings.

By Kanupriya Vashisht |April 10, 2013

4 min read

Drawing down Fallback Image Decorative pattern

Planning and Advice

Drawing down

If you’re wondering what’s in the retirement market for you as a financial advisor, the answer is: Plenty.

By Daryl Diamond |April 8, 2013

5 min read

Portfolio income in retirement a matter of luck: Otar Fallback Image Decorative pattern

Industry

Portfolio income in retirement a matter of luck: Otar

If your clients’ retirement portfolios are generating income, you may be surprised to learn it’s due mostly to luck. So argues retirement planning guru Jim Otar of Otar and Associates.

By Staff |April 4, 2013

1 min read