Sun Life Global Investments

Will I outlive my money?

Industry Insights

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Will I outlive my money?

Right now, Canadians are seeking reassurance about their futures.

September 30, 2024

1 min read

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.

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Is 65 the new 45?

Industry Insights

Sponsored

Is 65 the new 45?

Canadians today are facing the longest retirements ever.

October 17, 2023

1 min read

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.

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WIKIMEDIA COMMONS

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?

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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.

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NEI Investments

Watch now and earn CE Credits

Market Insights

Answering your biggest ESG questions

Tuesday, May 10, 2022 at 1:00 PM ET

The past six months have seen a flurry of activity in the ESG space, making it challenging to keep up, even for experts.

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NEI Investments

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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.

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How to handle ESG pushback

Market Insights

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.

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Market Insights

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.

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NEI Investments

Watch now and earn CE credits