Successful Retirement
January 19, 2021, 1:00 pm to 2:30 pm
Zoom webinar - registration link in the text
Your Investments: Factors to Consider in view of the COVID-19 Pandemic and the Performance of the Canadian and Global Economies
This third, and last, session in the Retirement Series will discuss how to preserve and grow your wealth to ensure that it is sufficient for the rest of your life.
It will address issues such as:
- Factors to consider in making pension and investment decisions during these times.
- Investments and economic uncertainty: E.g., inflation, recession, government measures to address the mounting deficit and debt.
- Stock market performance: What are the expectations?
- Investment risk: How to reduce it? What are lower risk investments? Higher risk investments?
- Bond funds: A low-risk investment-portfolio stabilizer or not?
- Annuities: A recommended strategy?
- What is considered sufficient savings, including recommended reserves in cash, to cover future living expenses given ongoing uncertainties?
- Investment strategy for the later years of your retirement. How might it differ from the earlier years?
Speakers:
Oliver Gilbert, Investment Advisor, CIBC Wood Gundy;
Alain Quennec, Financial Advisor and Portfolio Manager, RGF Integrated Wealth Management
Moderator:
Paul Marantz, UBC Emeritus College
Note: This session will not be made available for later viewing.