Home    Webinar   Managing post-retirement portfolios

PAID CONTENT

A retirement portfolio may have to last 30+ years. What are the best strategies for tax-efficient decumulation? What do advisors need to know about CPP, OAS, TFSAs, RRIFs — and how they interact? And how can advisors create appropriate post-retirement portfolios while preserving income and security?

In this virtual roundtable hosted by Advisor’s Edge and Investment Executive on Tuesday, November 23 at 1:00 pm ET, tax experts and a portfolio manager weigh in on strategies and tips for tax-efficient decumulation and generating retirement income. Advisors will come away with a better sense of how to set up their clients’ financial plans for post-retirement success.

Moderated by:
Melissa Shin, Editorial Director, Advisor's Edge & Investment Executive

Presented by:
Anna Castro, Vice President & Director, Senior Portfolio Manager, Asset Allocation, TD Asset Management
Justin Ezekiel, Director, Tax and Estate Planning, Sun Life Global Investments
John Natale, Head of Tax, Retirement & Estate Planning Services, Manulife Investment Management
John Yanchus, Tax and Estate Planning Consultant, Wealth Distribution, Canada Life

Register Now and get FP Canada and IIROC CE credits (pending approval)*

* Note: CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner and the CE Corner team will be applying to FP Canada and IIROC for continuing education credits. You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the live webinar.

About the moderator

Melissa Shin

Editorial Director, Advisor's Edge & Investment Executive

About the speakers

Anna Castro

Vice President & Director, Senior Portfolio Manager, Asset Allocation, TD Asset Management

Anna leads the Global Absolute Return and Tactical Asset Allocation Team, as Vice President & Director at TD Asset Management. She currently has oversight over multi-asset solutions and the integration of fundamental analysis to the global macro and multi-asset allocation investment process. She was previously a member of the Portfolio Management and Research Teams of various investment strategies including Global Absolute Return, Core Canadian Equity, Value and North American Long Short mandates.

Justin Ezekiel

Director, Tax and Estate Planning, Sun Life Global Investments

Justin has over a decade of experience, encompassing both the insurance and investments industries, with a focus on succession planning and remuneration strategies for business owners. He has held management positions at numerous organizations, including the corporate tax group of a national accounting firm. Prior to joining SLGI, Justin was an independent consultant offering tax-based analysis directly to wealth advisors. Justin is also a member of the Canadian Tax Foundation and the Society of Trust and Estate Practitioners (Vancouver).

John Natale

Head of Tax, Retirement & Estate Planning Services, Manulife Investment Management

John joined Manulife in 2001, having previously worked as a tax lawyer with a national accounting firm and a private law firm. He has experience with estate and retirement planning strategies and a wide variety of general tax matters, including personal and corporate taxation, trusts, and investment-related topics generally. He’s a frequent speaker at industry conferences and seminars and has appeared as a guest expert on industry podcasts and BNN Bloomberg TV. John has published numerous articles on tax and estate planning and is co-editor of Canadian Taxation of Life Insurance.

John Yanchus

Tax and Estate Planning Consultant, Wealth Distribution, Canada Life

John is responsible for sales strategy development and supports all individual wealth strategies by creating tax and planning articles, communicating changes in tax legislation and providing expertise on product solutions. Prior to joining Canada Life in 2011, John held tax and accounting roles with Ernst & Young and KPMG. John has completed the Canadian Institute of Chartered Accountants In-depth Tax course and has taught Advanced Corporate Tax at Western University’s Richard Ivey School of Business.

Sponsored by

Canada Life
Manulife Investment Management
Sun Life Global Investments
TD Asset Management

So how does it work?

Here’s how to get your CE Credits:

Register for the webinar

Follow the “Register Now” link and fill out the required fields on the registration page. Once completed, you will receive a confirmation email. Be sure to reserve the date and time in your calendar. You will receive a reminder the day before and an hour before the live webinar. Before joining the webinar, check that your device meets the system requirements.

Attend the webinar

From a desktop computer, click the “Join Webinar” link in the confirmation email and follow the steps to run the GoToWebinar application. From a mobile device, download the free GoToWebinar app. Once downloaded, either click the “Join Webinar” link in the confirmation email or open the app and enter the session ID. To qualify for CE credits, you must listen to the audio and watch the PowerPoint presentation from start to finish.

Go to CE Corner

Approximately four weeks after watching the live webinar, you will receive an email notification from CE Corner stating that the webinar has been accredited and your certificate is ready. Sign up or log in to CE Corner to download your certificate.

Missed the webinar?

After the live webinar, a recording will be uploaded to CE Corner for on-demand viewing. Sign up or log in to CE Corner, watch the video and pass a quiz to be eligible to receive credits. Those who registered for the live webinar will receive an email notification when the recording is available.

CE accreditation powered by