Managing post-retirement portfolios

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 that aired live 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

Need CE credits?

Please note that CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner.

For those who missed the live webinar on Tuesday, November 23, 2021 at 1:00 pm ET, the recording is also available on CE Corner.

You will be required to complete a quiz to obtain a CE certificate from FP Canada and IIROC. CE accreditation is powered by CE Corner.

If you attended the live webinar on Tuesday, November 23, 2021 at 1:00 pm ET, you will receive an e-mail notification from CE Corner when your CE certificate is ready.

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If you have any questions, please contact support@cecorner.ca.

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.

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Missed the webinar?

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