Home Breadcrumb caret webinar Breadcrumb caret Tax Breadcrumb caret Tax Strategies The right way to draw income in retirement Tuesday, November 28, 2023 at 1:00 pm ET Watch now and earn CE credits Brought to you by: Illustration by: Colin McRae Rates on guaranteed income products have risen to levels not seen in years. How should the current investing environment affect how retirees decumulate their nest egg, particularly as they begin drawing down their RRIFs? How can they do this tax efficiently, especially when considering government benefits? For business owners, how can pre-retirement withdrawals from a corporation improve retirement income? This webinar 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. 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. Moderated by: Melissa Shin, Editorial Director, Advisor.ca & Investment Executive Presented by:Mustafa Bukhari, National Team Lead, Skyline Wealth Management Inc. Lori Clements, Director, Tax & Estate Planning, Sun Life Global Investments Bryan Lee, Vice President & Director, Retail Client Portfolio Management Team, TD Asset Management Inc.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, November 28, 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, IIROC and MFDA. 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, IIROC and MFDA, is ready. If you do not yet have a profile on CE Corner, you will need to create one to obtain your CE accreditation. If you have any questions, please contact firstname.lastname@example.org. About the moderator Melissa Shin Editorial Director, Advisor.ca & Investment Executive Open section Melissa Shin is the Editorial Director of Advisor.ca and Investment Executive. As an award-winning journalist, Melissa turns technical subject matter into accessible content for sophisticated audiences. Her reporting has been cited in university syllabi, in textbooks and to national regulators. Melissa has been with Advisor.ca since 2011. Prior to that, she was managing editor of Corporate Knights, a North American magazine focused on clean capitalism. Melissa is the vice-chair of the board for Fashion Takes Action, a non-profit focused on advancing sustainability in the fashion industry. She is a graduate of the Schulich School of Business at York University. About the presenters Mustafa Bukhari National Team Lead, Skyline Wealth Management Inc. Open section Mustafa is responsible for managing Skyline Wealth’s Advisor team and sourcing new business opportunities to further expand Skyline Wealth’s investor base across Canada. He aholds a Chartered Investment Manager designation with more than 12 years of experience in the financial services industry. Mustafa has worked in Canadian banks, online brokerages, and wealth management firms, and is skilled in investment advisory services. Lori Clements Director, Tax & Estate Planning, Sun Life Global Investments Open section 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. Bryan Lee Vice President & Director, Retail Client Portfolio Management Team, TD Asset Management Inc. Open section Bryan leads a team of Retail Client Portfolio Managers who are responsible for representing the firm’s guiding principles, investment philosophy, performance/attribution, macroeconomic outlook and portfolio positioning to internal and external clients. Additionally, he serves as the Private Investment Counsel Portfolio Strategist where he is responsible for providing market views and opinions, and articulating the impact on client portfolios of investment design and decisions made by the Asset Allocation Team. His previous roles in the asset management industry include investment manager research, risk oversight, and portfolio strategy involving the development and ongoing support of multi-manager asset allocation solutions. He also has extensive experience in mid-market lending with TD Commercial Banking. Bryan holds a B.A. from Western University and is a member of the TD Wealth Asset Allocation Committee. John Natale Head of Tax, Retirement & Estate Planning Services, Manulife Investment Management Open section 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. He has a Bachelor of Commerce degree from the University of Toronto and a Bachelor of Law degree from the University of British Columbia. John was called to the Ontario Bar in 1998. He has obtained his Canadian Securities Course certificate and completed the Canadian Institute of Chartered Accountants In-Depth Tax Course. John has Elder Planning Counselor and Certified Financial Planner designations, and is a member of the Ontario Bar Association and the Canadian Tax Foundation. Save Stroke 1 Print Group 8 Share LI logo Sponsored by CE Credits How does it work? CE accreditation powered by 1 Register for the webinar 2 Attend the webinar 3 Go to CE Corner 4 Missed the webinar? 1 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. Watch now and earn CE credits 2 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. 3 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. 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