Advisor Case Study: How to Fund Your Retirement - January 2026

For many Canadians the transition to retirement is one from one steady income to multiple sources of income. This is why having an advisor can be so valuable, but finding the optimal mix of benefit timing, decumulation order and pension options takes a lot of time.   

In this webinar we overview the most common funding sources for retirement. We then show you how you can find the best funding scenario quickly and communicate it clearly to your clients using the Adviice platform.

• 7:37 - Fundamentals of Government Benefits (CPP, OAS)
• 15:39 - Fundamentals of Workplace Pensions (DB, DCPP)
• 18:40 - Fundamentals of Personal Investment Accounts (RRSP, TFSA, LIRA, Non-Reg)
• 25:54 - Building a Decumulation Plan
• 46:38 - How to Compare and Evaluate Options
• 49:30 - Adding Spending and How that Changes Decumulation

Disclaimer: This video is for educational purposes only and does not constitute investment advice or financial advice. All information provided is for illustrative purposes only and you should not rely on such information as the primary basis of your investment, financial, or tax planning decisions. Every effort has been made to ensure the accuracy of its contents. No representations, warranties or guarantees are made as to the accuracy of any estimates or calculations provided. Nothing in this material should be construed as investment or tax advice, or a solicitation or offer, or recommendation, to buy or sell any financial product or securities.