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Modern Solutions for Retirement Income Planning, with Purpose Investments
  • 06/10/2021
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Modern Solutions for Retirement Income Planning, with Purpose Investments

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Descripción de Modern Solutions for Retirement Income Planning, with Purpose Investments


As Canada’s population grows older, it’s becoming increasingly crucial for wealth advisors to discuss the options for accumulating retirement income with their clients. In this episode of the Frontier of Finance, James explores the topic of retirement income planning with two experts from Purpose Investment: President of the Longevity Retirement Platform, Fraser Stark and Vice President of Longevity Retirement Solutions, Pat Leo. Fraser has over 20 years of global business leadership experience, while Pat brings over 20 years of experience in financial services, pension consulting, client management, and business development. During this episode, James, Fraser, and Pat discuss the current state of retirement planning in Canada, the solutions seniors are considering, and what advisors should be discussing with their clients. 

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business leadership finance baby boomers canadian population

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