Withdrawal Strategies for Retirees

It is widely thought that the advisor-client relationship is pillared around the wealth accumulation stage of the investment cycle. Although this represents a large portion of the client experience, many clients spend 20 or more years in retirement which is why it is...

Which country ranks #1 in retirement security

I came across an interesting article I wanted to share with regards to retirement security and where we stand as Canadians moving forward. Currently, Canada is ranked #10 in the world when it comes to retirement security, mostly due to these factors: Canada has low...

What can investors expect?

What is on the horizon for advisors and investors? POTENTIAL POLICY PRIORITIES OF THE NEW LIBERAL GOVERNMENT On October 19, 2015, the Liberal Party of Canada won 184 seats – enough to form a majority government. The Prime Minister-designate will name a cabinet on...