The financial services industry has cultivated certain perceptions to satisfy specific marketing agendas, so it is imperative that you help your clients get realistic about what it will take to get them to where they want to be in their golden years
Opportunity exists for financial advisors to help couples bring their retirement planning in line
Health, location and financial considerations will determine whether retiring boomers move or not
Harper’s recent comment about the need for reform of the public retirement system could create problems for his government
Forty per cent wished they had started saving for retirement earlier, advise young Canadians to get moving
Almost half of Canadians looking to phase in their retirement
Retire Smart takes client-centric approach to planning for tax-efficient accumulation, growth, capital preservation and transition of wealth
Poll finds that nearly half of Canadians don’t know what investment return they need to retire successfully
More than half of Canadian couples have not discussed their desired retirement lifestyle, when or where to retire or the amount of money they’ll need
Tina Di Vito, head of the BMO Retirement Institute and author of “52 ways to Wreck Your Retirement... and how to rescue it” discusses the de-accumulation challenge advisors will be facing as boomers retire in record numbers. With over 10 million Canadians reaching the age of 65 within two decades, Di Vito outlines strategies for this client demographic. She spoke with Investment Executive reporter Megan Harman at the TMX Broadcast Centre in Toronto.