Event summary produced by The Globe and Mail Events team. The Globe’s editorial department was not involved.
As the Baby Boom generation reaches their retirement age in Canada, Canadians who are approaching or who are already in their post-career years now account for nearly a third of our overall population. With life expectancy higher than ever before, many older Canadians now face a number of challenging questions in this phase of life, particularly in terms of what their lifestyle will look like after they have left the workforce. How do they ensure they’ll have enough money to last throughout their retirement years? What’s the best approach to estate planning, investments and transfers of wealth to loved ones when your nest egg has to last longer than those of previous generations?
To tackle some of these issues head-on, The Globe and Mail gathered a group of experts to join in a live discussion with the editor of Globe Advisor, Pablo Fuchs. Panelists included Kimberly Whaley, founding partner of Whaley Estate Litigation Partners and an expert in the areas of estates, trusts, power of attorney, elder law and more; Som Seif, founder and CEO of Purpose Investments, which focuses on long-term and alternative investment strategies; Bill VanGorder, Chief Policy Officer and COO for C.A.R.P. (formerly the Canadian Association of Retired Persons); and financial advisor Natasha Knox, founder of Alaphia Financial Wellness, which has a particular focus on the financial wellbeing and family dynamics of older clients.
To view this conversation on retirement income in full, see the video playback below, and for more information on upcoming Globe Events, visit our events hub at tgam.ca/events.