Low Income/Low Asset Retirement Planning - July 2026 Case Study

Retirement for Canadians with lower income and fewer assets requires different strategies than traditional retirement. Not using those strategies could cost retirees thousands in government benefits.

In this webinar we'll talk about the Guaranteed Income Supplement (GIS) and how to build retirement plans that maximize this benefit using Adviice. We'll look at how to test these strategies with Adviice and explore two case studies: one with a single retiree and one with a couple.

6:20 - GIS Benefits and Clawback
12:12 - How Different Income Types Affect GIS
21:59 - Key Planning Considerations to Max GIS Benefits
28:59 - Case Study #1: Couple with $40,000 in Assets and a 5 Year Age Gap
35:48 - Case Study #2: Single Retiree with $220,000 in Assets
45:11 - Case Study #3 - Couple with $500,000 in Assets
59:54 - Introducing AdviiceLite

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. Before making any financial decision, you should review your situation with a financial planner.