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“Retirement planning is nuanced – Canadians who undertake the do-it-yourself mannequin are lacking out on an actual plan that considers all retirement revenue sources, handle debt, your legacy and tax efficiencies,” stated Van Cauwenberghe.
“With added considerations round inflation and financial volatility on monetary plans, particularly retirement, Canadians want a customized retirement plan now greater than ever to set them up for monetary safety sooner or later,” she stated additional.
The research additionally revealed that among the many 36% of respondents that labored with a monetary advisor, lower than half of them said that their advisor gave them help for retirement planning.
“Our business has a big alternative – and accountability – to suppose past simply portfolio administration and to deal with built-in monetary planning,” stated Van Cauwenberghe.
“The fact is that, whereas saving and investing for retirement or another main life occasion is vital, it is simply a part of the answer to reaching monetary well-being. You additionally want to include different key concerns and have them built-in into an total motion plan, which seems in any respect dimensions of your monetary world,” she stated additional.
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