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Home / Stories, income, and check-ins, how an advisor helps her retired clients stay social

Stories, income, and check-ins, how an advisor helps her retired clients stay social

Each month at WP we offer a slate of articles and content pieces that go deep on a particular topic. This February, we’re focusing on retirement.

Advising Canadians in retirement means managing risk. Traditionally, in this industry, that means managing investment risk, ensuring that their savings can last through their lifespans and hopefully leave something for the next generation. As the recent Ageing in Canada Survey from the National Institute on Ageing (NIA) found, however, one of the greatest risks is not financial, it’s social.

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