Managing Post-Retirement Portfolios
A retirement portfolio may have to last 30+ years. What are the best strategies for tax-efficient decumulation? What do advisors need to know about CPP, OAS, TFSAs, RRIFs — and how they interact? And how can advisors create appropriate post-retirement portfolios while preserving income and security?
In this virtual roundtable hosted by Advisor’s Edge and Investment Executive, tax experts and a portfolio manager weigh in on strategies and tips for tax-efficient decumulation and generating retirement income. Advisors will come away with a better sense of how to set up their clients’ financial plans for post-retirement success.
Sponsored by Canada Life, Manulife Investment Management, Sun Life Global Investments, and TD Asset Management
IIROC Cycle 8
Practice Management Credits
Product Knowledge Credits
Professional Responsibility Credits