Retirement Planning

Ideas and perspectives from our Private Client and portfolio management Teams on a broad range of investment and advice-related topics.
  • Why the CPP matters—and when you should take it

    The Canada Pension Plan is an important consideration for anyone planning for retirement, regardless of their wealth. For high-net-worth individuals, while the CPP might seem small compared to other income sources, it offers stability and inflation-indexed benefits.
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  • Six Habits of Highly Successful Retirees: A Guide to Preparing for a Sound Financial Future

    In our view, the process of retirement planning should involve a greater depth of thought and breadth of preparation than simply asking “When?” and “How much?”. This guide distills our thinking about how best to prepare for a sound financial future in later life.
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