Managing Post-Retirement Portfolios
By Advisor's Edge 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

Accreditation Details
Accreditation body
Competency
Credits
IIROC Cycle 8
Compliance
--
Professional Development
1.00
FP Canada
Financial Planning
1.00
Practice Management Credits
--
Product Knowledge Credits
--
Professional Responsibility Credits
--
Course Type:
Web Link
Passing Grade:
10/12 (83%)