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Why clients need a proper spending plan to really enjoy their retirement

Sun Life’s Eric Monteiro says understanding how to draw down on pension plans and accounts tax efficiently goes a long way to easing retirees’ concerns of outliving their money ....

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Why this $3-billion money manager is buying a specialty beauty retailer and selling an IT hardware reseller

Jeff Mo of Mawer Investment Management in Calgary says his firm’s motto is ‘prepare, don’t predict’ when looking for stocks to buy ....

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How this retired national park worker found solace in city living

Pauline Scott retired to Lower Mainland B.C. for personal reasons after working in remote communities throughout her 35-year career ....

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Why snowbirds should shop around for the best travel insurance policies

Travel insurance expert Michael Camacho says advisors should review their snowbird clients’ policy applications to ensure they understand all exclusions and disclose accurate information to the insurer ....

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How this portfolio manager achieved double-digit returns amid volatile markets

Ed Sollbach of Spartan Fund Management uses a ‘core and more’ strategy – a mix of dividend-paying larger-caps stocks and undervalued smaller-cap names – to diversify his portfolio ....

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