The Investment Dealers Association of Canada today released a special edition of IDA Wealth Watch, focusing on retirement planning.
The report provides an overview of the retirement planning process, introduces some fundamental retirement planning concepts, and discusses the many considerations that need to be examined when preparing a sound retirement plan.
Advisors are encouraged to provide the report to clients as a useful resource in helping clients prepare for their retirement.
The IDA says the report is also a useful reference tool for advisors seeking up-to-date information on the various retirement programs such as Old Age Security and the Canada and Quebec Pension Plans.
IDA Wealth Watch is a quarterly publication focusing on topics of interest in the retail brokerage industry.
Retirement planning the focus of IDA report
Report serves as useful reference tool for clients
- By: IE Staff
- November 29, 2005 November 29, 2005
- 10:40