Retirement planning amidst pandemic fallout
Canadians are benefitting from personalized financial advice
You're not alone.
If the fallout from the pandemic has you feeling less certain about your retirement plans, you’re not alone. It is clear that Canadians are re-evaluating their financial priorities in a year when the uncertainty continues to weigh on personal financial goals.
A recent IPC survey 1 reveals that more Canadian investors are seeking retirement planning advice from their Advisor, including retirement savings and portfolio diversification.
Investors are re-evaluating retirement goals
Spent time in 2021 reflecting on their financial priorities
Made changes to their investment portfolios
Express concerns about their retirement strategy
Say saving for retirement is important
(14% increase from 2020)
Want to enter semi-retirement before age 65
Discussed retirement planning with their Advisor
(36% increase from 2021)
Canadians are benefitting from personalized financial advice
As the economic impact of the pandemic continues to take shape, more Canadians are seeking expert advice from an Advisor to help them provide more certainty to their retirement plans. A retirement income specialist can help you assess your financial situation, determine your future sources of income, and help you create a financial plan to address any gaps.
Canadians continue to recognize the value that an Advisor can provide and are managing their financial futures by seeking professional advice.
Advisors bring more certainty to your retirement plans
Advisors can have a positive impact on the lives of their clients, and different investors see different advantages when working with an Advisor. Canadians polled agree that working with an Advisor helps them:
Stay on track to achieve investment goals
Ensure my investments can withstand market volatility
Have peace of mind that family will be financially secure in case of illness
If you want to gain a greater sense of certainty as you approach your retirement years, a clearer picture is only a phone call away.
Talk to us and put your concerns to rest.
1The research study was conducted for IPC by Environics Research, August 10-25, 2021. It was an online custom survey of 1,001 English- and French-speaking Canadians, ages 30 and up, owning more than $100,000 in investable assets.