How a change in client circumstances changes the answer.
Three in 10 Canadians currently working say they haven’t saved a cent for retirement, finds a poll by Insights West and Credential Financial. The survey also found 18% of retirees say they have to work in retirement to support themselves and nearly a third enter retirement with more debt than they had anticipated. Read: 2017 […]
RBC Global Asset Management has a new set of seven retirement portfolios based on an investor’s expected retirement date. The portfolios work with the RBC retirement income solution and follow a retirement timeline designed to meet the needs of investors throughout their investing lifetime. Read: Custom portfolios now offered by robo ModernAdvisor RBC says they […]
Re-think bonds to help retirees facing lower returns and higher risk.
Nearly half of homeowners would be ill-prepared for a personal financial dilemma.
Royal Bank of Canada head of corporate strategy and development Jamie Anderson is set to retire in 2017.
Great-West Life, London Life and Canada Life are introducing segregated funds designed to reduce volatility for retirees.
50-somethings get answers to pressing questions
Accurate life expectancy data is making financial planning more effective, allowing for a truer estimate of how much clients must save for retirement. Read: Canada’s retirement system gets a B from global pension index Life expectancy at birth has increased over the decades, and in 2011, centenarians were the second-fastest growing age group, reports Statistics […]
Recent case shows the consequences of not seeking advice