Managing Your Portfolio in Retirement

November 2, 2020

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Managing Your Portfolio in Retirement

The financial industry tends to make things more complex than they need to be. As a result, topics like this usually go in one ear and out the other. My aim with this webinar is to simplify this topic by providing an explanations (in simple English). This webinar will cover topics to be aware of as you approach or are in retirement, in terms of your portfolio

I’ll be going over the following concepts in an easy to understand way:

Understanding the basics of investing (2:48)
Active VS Passive Management (8:47)
Understanding your investment fees (17:30)
Dealing with a low interest rate environment (21:25)
Portfolio Management (28:45)
Protecting your nest egg (31:00)

Please note that our strategies are tailored in the direction of people with $300,000+ portfolios.

If you’d like to discuss your personal situation and explore your financial options, feel free to book a complimentary appointment through one of the buttons below.

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Retirement Planning Toolkit

Apply These Ideas to Your Own Retirement

If this article raised questions about when to retire, how to create income, or how taxes fit into your plan, our Retirement Planning Toolkit will help you think through your next steps with clarity.

It includes the same practical checklists and planning frameworks we use with clients to help create steady, tax-efficient income in retirement.

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Trans Canada Wealth Management is a Winnipeg-based wealth management firm specializing in retirement planning for pre-retirees and retirees. The firm focuses on helping Canadians navigate retirement, investment, and tax decisions with clarity and confidence.

Disclaimer: The views expressed are those of Trans Canada Wealth Management and are provided for informational purposes only. They do not necessarily reflect the views of Harbourfront Wealth Management Inc., a member of the Canadian Investor Protection Fund.