71% of Canadians don’t know what to expect when they retire.1 We can help.
RE: Frame the retirement conversation
Retirement is changing. People are living longer, being more active and looking to use their new-found time to contribute in different ways. Helping your clients transition into retirement by connecting their non-financial needs to their income is a way to differentiate yourself and drive deeper engagement with your clients. Our Practice Management experts can help you answer their questions and guide your clients towards a more purposeful retirement.