Robert Armstrong, vice president, head of managed solutions, BMO Global Asset Management Inc., discusses three investment strategies for retired clients that provide a smoother return stream, low volatility and downside protection.
Deciding where to live in retirement is a matter of identifying priorities
Some expenses go down; some go up
Raising the retirement age may impact lower-income and higher-income individuals differently
In part four, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on tackling the perennial question of how much should your clients save — and how to keep them on track for retirement.
In part two of a four-part series, Peter Drake, the former vice president, retirement and economic research, Fidelity Investments, Canada, outlines four reasons why clients put off saving for retirement and how advisors can help them overcome these common blocks.
Franklin Templeton survey finds that pre-retirees who work with financial advisors are more likely to make retirement planning a priority
On average, Canadian retirees are living on 62% of the income they had prior to retirement
Some conventionally held beliefs can harm your clients