Managing Post-Retirement Portfolios

By Advisor.ca and Investment Executive

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

In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability

Managing Post-Retirement Portfolios

Accreditation Details

Accreditation body
Competency
Credits

FSRA

Life and/or A&S

1.00

IIROC Cycle 9

Professional Development

1.00

Compliance

--

MFDA (2021-2023)

Business Conduct - Non-Ethics

--

Professional Development

1.00

ICM

General Insurance

--

Life Insurance

1.00

Adjuster

--

CIRO Cycle 10

Professional Development

1.00

Compliance

--

MFDA (2023-2025)

Business Conduct - Ethics

--

Business Conduct - Non-Ethics

--

Professional Development

1.00

Course Type:

Web Link

Passing Grade:

10/12 (83%)

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