Sun Life Global Investments

The right way to draw income in retirement

Tuesday, November 28, 2023 at 1:00 PM ET

This virtual roundtable, which aired live on Tuesday, November 28, 2023, at 1 pm ET and presented by Advisor.ca and Investment Executive, will address current opportunities for retirees amid today’s higher interest rates, as well as the perennial question of when and how to draw that income.

Sponsored by

Watch now and earn CE credits

Industry Insights

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

October 17, 2023

1 min read

Sponsored by

Products

Helping you solve for today’s income challenges

Monday, November 6, 2023 at 1:00 PM ET

Meeting clients’ income needs and solving for evolving risks. Join us to learn about income solutions for your clients.

Sponsored by

Watch now and earn CE Credits

Managing post-retirement portfolios

Tuesday, November 23, 2021 at 1:00 PM ET

A retirement portfolio may have to last 30+ years. What are the best strategies for tax-efficient decumulation?

Sponsored by

Watch now and earn CE credits

Break the bias: improve how you work with women clients

Wednesday, March 9, 2022 at 1:00 PM ET

Thanks to longstanding and deep-seated stereotypes, women clients are often thought of as lesser investors than their male counterparts, despite research demonstrating otherwise.

Sponsored by

Protecting retirement from inflation

Wednesday, November 16, 2022 at 1:00 PM ET

Inflation has soared in the past year. While this has affected all clients, retirees and pre-retirees are particularly challenged.

Sponsored by

How to handle ESG pushback

Tuesday, May 9, 2023 at 1:00 PM ET

In many ways, we are in the golden age of ESG: regulators are cracking down, standards are being set and awareness is high.

Sponsored by

Expanding your ESG toolkit

Thursday, May 13, 2021 at 1:00 PM ET

With the explosion of ESG and RI investment offerings, you may be justifiably overwhelmed when it comes to choosing the product that suits your clients’ needs.

Sun Life Global Investments

The right way to draw income in retirement

Sponsored by

Is 65 the new 45?

Sponsored by

Helping you solve for today’s income challenges

Sponsored by

Managing post-retirement portfolios

Sponsored by

Break the bias: improve how you work with women clients

Sponsored by

Answering your biggest ESG questions

Sponsored by

Protecting retirement from inflation

Sponsored by

How to handle ESG pushback

Sponsored by

Expanding your ESG toolkit

Sponsored by

Where are the women advisors?

Sponsored by