Validating your client’s income stream
Investors may not know their retirement income possibilities. We can help. Our process helps you validate your clients’ income needs.
66% of retired Canadians are not confident about where their retirement income will come from.1
We can help.
The decline of defined benefit (DB) plans, along with longer life spans, mean more clients need your help to create their retirement income plan. Our retirement income experts can suggest proven strategies to help achieve this.