April 2017: \”The Life Cycle of an Investment Plan\”

Product Description

This webinar was presented on April 26, 2017.

Watching this webinar qualifies for 1 CPD hour under the Formal Activities category for OLSs.

This webinar was presented by Julie Brough, Executive Vice President and Portfolio Manager at Logan Wealth Management, whom many of you might have met in the Exhibit Hall at the National Surveyors\’ Conference in March.

This session is designed to help people better use the tools available in Canada to maximize the value of their savings. Financial success comes from doing a lot of little things right. We will discuss ideas on using the different tax rules relating to account types while accumulating assets. The session will evaluate the tools available for saving, such as a TFSA and an RRSP and evaluate when and how to best use each. It will then go on to discuss the impact that volatility in the rates of return earned on your investments has on your accumulation.

To round out the life cycle, we will examine ways to structure your retirement income, using the different account profiles available. Which assets should you use first? How does volatility in your investment returns impact the sustainability of your asset base while withdrawing? We will also evaluate the value of taking your Canada Pension Plan early versus deferring it until later.