Canadian Securities Institute, Moody's Analytics Training & Certification Services
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Benefits at Retirement

 

Identifying all the different income streams that a person can expect at retirement can be confusing yet critical. The understanding of the expected benefits at retirement can assist an advisor with uncovering gaps in income shortfalls and assist in properly advising clients about better retirement planning and investment strategies necessary to establish the desired lifestyle at this stage.

You will learn about payable benefits through government retirement income programs and RRSP considerations such as contribution strategies, income splitting tool, transfers and rollovers for taxation purposes.