Toronto-based AGF Investments Inc. has launched an all-inclusive retirement and income online program, Retire Smart, designed to address the needs of Canada’s baby boomers.
As part of AGF’s practical Sound Choices Program these new retirement and income solutions provide advisors with the tools they need to help their clients transition from the pre-retirement phase to the post-retirement phase with a focus on planning for retirement, income and tax and estate planning.
Products evolve to meet new needs
“Today a growing number of investors are turning to their advisors for help with the challenges of planning for retirement,” says Gordon Forrester, executive vice president, product and marketing and head of Retail. “With this in mind, the next phase of our Sound Choices Program was developed to give advisors timely information and useful content to help their clients make informed decisions about retirement.”
Retire Smart was developed in partnership with the Knowledge Bureau. Led by author and entrepreneur Evelyn Jacks, the Knowledge Bureau is a national educational institute providing certificate training and professional development at a post-secondary level for advisors in the tax and financial services industry.
While not intended by AGF to provide investors with financial or tax advice, Retire Smart offers a client-centric approach to planning for tax-efficient accumulation, growth, capital preservation and transition of wealth. It includes online calculators and advisor and investor tools.
The tools are divided into three categories: resources to help gather information about clients’ needs with a link back to appropriate solutions; tools to clarify a range of concepts from investment basics to drawing income in a tax-efficient manner with a connection back to AGF product categories and funds; and materials to help clients stay invested and transitional wealth planning.