The Ontario Securities Commission has recognized June as Ontario Seniors’ Month. The regulator’s Investor Office will host a number of events for seniors on the challenges they typically face when it comes to saving and retirement.

For a full list of OSC’s June events, click here.

In the meantime, help seniors save and invest by reading and sharing the following articles.

Help single, aging clients

Should clients cash out an insurance policy?

Consider closed-end funds to generate income

When buy-and-hold portfolios aren’t enough

Give away wealth now, or later?

Make way for centenarians

What’s new with CPP, OAS and EI?

Should clients use trust protectors?

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Not sure a life annuity is the best option.

Tuesday, May 31, 2016 at 8:32 am Reply