Protecting retirement from inflation Registration

Start Date:11/16/2022

Start Time:1:00 PM ET

Duration:60 minutes

Inflation has soared in the past year. While this has affected all clients, retirees and pre-retirees are particularly challenged. What investment strategies can financial advisors employ for this group in this market environment? How can these clients take advantage of rising interest rates? What tax-planning strategies can clients employ to make the most of their investments, especially as volatility continues? What role can government benefits play? In this virtual roundtable discussion hosted by Advisor’s Edge and Investment Executive, experts will tackle these questions and more

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CE accreditation for this webinar is pending approval. CE accreditation is powered by CE Corner. The CE Corner team will be applying to FP Canada and IIROC for continuing education credits. You will receive an email notification when your CE certificate is ready, which can take up to one month after attending the live webinar.

about the speakers:

Anna Castro

Managing Director

TD Asset Management

Anna leads the Multi-Asset Portfolio Management Team responsible for global strategic, tactical and absolute return asset allocation strategies for the firm managed solutions. She is a Senior Portfolio Manager on the Asset Allocation & Derivatives Team and has oversight of the global multi-asset portfolio construction investment process, which integrates fundamental analysis with a macroeconomic and quantitative overlay. She is a member of the TD Wealth Investment Policy Committee and a Commodity Trading Manager. She was previously a member of the Portfolio Management and Research Teams of various investment strategies including Global Absolute Return, Core Canadian Equity, Value, and North American Long Short portfolios. Anna holds a B.Sc. in Management Engineering from Ateneo de Manila University and an MBA from Rotman School of Management at University of Toronto.

Lori Clements

Director, Tax & Estate Planning

Sun Life Global Investments

Lori Clements is a CPA, CA, MTax, CFP with 20 years of experience working with high net worth clients in the fields of tax and wealth management. She enjoys sharing her knowledge and supporting others in growing their understanding of tax and estate planning.

John Natale

Head of Tax, Retirement & Estate Planning Services

Manulife Investment Management

John joined Manulife in 2001, having previously worked as a tax lawyer with a national accounting firm and a private law firm. He has experience with estate and retirement planning strategies and a wide variety of general tax matters, including personal and corporate taxation, trusts, and investment-related topics generally. He’s a frequent speaker at industry conferences and seminars and has appeared as a guest expert on industry podcasts and BNN Bloomberg TV. John has published numerous articles on tax and estate planning and is co-editor of Canadian Taxation of Life Insurance. John has Elder Planning Counselor and Certified Financial Planner designations, and is a member of the Ontario Bar Association and the Canadian Tax Foundation.

ABOUT THE MODERATOR:

Katie Keir

Research and Special Projects Editor
Advisor’s Edge and Investment Executive

Katie Keir, who was named Best New Journalist by the Canadian Business Media Awards in 2012, has been reporting on financial services and business trends for more than 10 years. As the research and special projects editor for Advisor’s Edge and Investment Executive (IE), her primary focus is on IE’s annual industry Report Card series. Her reporting specialties have included investment trends, regulatory reform, compliance and the evolution of environmental, social and governance (ESG) practices. Katie holds an Honours Bachelor’s degree in English and Drama from the University of Toronto.