RE: Frame the retirement conversation

71% of Canadians don’t know what to expect when they retire.1 We can help.

RE: Frame the retirement conversation

Retirement is changing. People are living longer, being more active and looking to use their new-found time to contribute in different ways. Helping your clients transition into retirement by connecting their non-financial needs to their income is a way to differentiate yourself and drive deeper engagement with your clients. Our Practice Management experts can help you answer their questions and guide your clients towards a more purposeful retirement.

Help your clients have a more purposeful retirement

Advisor resources

The Purposeful Retirement Coaching Process Workbook

Purposeful retirement one-pager (advisors)

Investor resources

The Purposeful Retirement Workbook – Investor

Purposeful retirement one-pager (investor)

Reach out to your Mackenzie Investments sales team

Learn how we can help you protect and grow your business by providing outcome-oriented solutions for every stage of your client’s unique retirement journey.

Return to the Retirement RE: Constructed homepage

Source

1 Polara strategic insights retirement research report. July 2021.