Infographic PDf 2020 Retirement Reality Check Read our 2020 report for a comprehensive overview of the new retirement realities Canadians are facing
Infographic PDf The new retirement reality Share our new infographic that helps illustrate a new approach for retirement planning
Brochure PDf Mackenzie Monthly Income Portfolios See how our Monthly Income Portfolios can help address the challenges Canadians are facing in retirement.
Insight PDf How the sequence of returns can impact your retirement savings See some scenarios that help illustrate the risk of running out of savings during retirement.
Insight PDf Tax strategies for converting your clients RRSP to RRIF Get an overview of how you can convert your clients' RRSP accounts into RRIF accounts.
Insight PDf Retirement Income Planner Worksheet Use this worksheet to help you plan a tax-smart income strategy that optimizes your clients' government benefits.
Insight PDf Understanding pension income amounts This document can help your clients' with the pension income tax credit, how it may affect their retirement income and how to qualify for it.
Guide PDf 2020 Estate Planning Quick Reference Guide Use this quick reference guide to help your clients with estate planning
Guide PDf 2020 Executor Checklist Share this checklist with an executor to help them fulfill their duties
