CE Drive with Jason Watt

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Wednesday Sep 15, 2021

Retirement Planning: Endowments and RRIF

Wednesday Sep 15, 2021

Private wealth counsellor Marshall McAlister joins Jason for a discussion of endowments, RRIFs, and a brief discussion about upcoming Client Focused Reform changes.

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Supplementary Materials:

Should You Use a Rising Equity Glide Path in Retirement?

Marshall McAlister, CFA

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