Protecting retirement from inflation

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

Watch now and earn CE credits

Inflation has soared in the past year. While this has affected all clients, retirees and pre-retirees are particularly challenged. What investment strategies can financial advisors employ for this group in this market environment? How can these clients take advantage of rising interest rates? What tax-planning strategies can clients employ to make the most of their investments? What role can government benefits play?

In this virtual roundtable hosted by Advisor’s Edge and Investment Executive that aired live on Wednesday, November 16, 2022 at 1:00 pm ET, experts tackle these questions and more.

Moderated by:
Katie Keir, Research and Special Projects Editor, Advisor’s Edge and Investment Executive

Presented by:
Anna Castro, Managing Director, TD Asset Management
Lori Clements, Director, Tax & Estate Planning, Sun Life Global Investments
John Natale, Head of Tax, Retirement & Estate Planning Services, Manulife Investment Management

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, May 9, 2023 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, you will receive an e-mail notification from CE Corner when your CE certificate from FP Canada and IIROC is ready.

If you do not yet have a profile on CE Corner you will need to create one in order to obtain your CE accreditation.

If you have any questions, please contact

About the moderator

Katie Keir, who was named Best New Journalist by the Canadian Business Media Awards in 2012, has been reporting on financial services and business trends for more than 10 years. As the research and special projects editor for Advisor’s Edge and Investment Executive (IE), her primary focus is on IE’s annual industry Report Card series. Her reporting specialties have included investment trends, regulatory reform, compliance and the evolution of environmental, social and governance (ESG) practices. Katie holds an Honours Bachelor’s degree in English and Drama from the University of Toronto.

About the speakers

Anna leads the Multi-Asset Portfolio Management Team responsible for global strategic, tactical and absolute return asset allocation strategies for the firm’s managed solutions. She is a Senior Portfolio Manager on the Asset Allocation & Derivatives Team and has oversight of the global multi-asset portfolio construction investment process, which integrates fundamental analysis with a macroeconomic and quantitative overlay. She is a member of the TD Wealth Investment Policy Committee and a Commodity Trading Manager. 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 portfolios. Anna holds a B.Sc. in Management Engineering from Ateneo de Manila University and an MBA from Rotman School of Management at University of Toronto.

Lori Clements is a CPA, CA, MTax, CFP with 20 years of experience working with high net worth clients in the fields of tax and wealth management.  She enjoys sharing her knowledge and supporting others in growing their understanding of tax and estate planning.

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 has Elder Planning Counselor and Certified Financial Planner designations, and is a member of the Ontario Bar Association and the Canadian Tax Foundation.