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As of Monday, May 31st, a new consumer web site – HelpMySavingsLast.ca - will be providing information to retirees and pre-retirees about the risks they face in retirement and what they can do about it. To support the initiative, a national advertising campaign kicks off in June in print (newspaper and magazine) and electronically on select web sites.

The web site seeks to help consumers understand they can mitigate retirement risks when they work with their advisor to incorporate a Product Allocation strategy into their retirement plan.

Consumers can determine their retirement priorities, the first step they need to take in creating sustainable retirement income, by taking the Retirement Priorities Challenge, an interactive exercise that helps consumers prioritize their retirement goals and identify their aversion to risk. When completed, individuals can print out the results of the exercise or email them to their advisor. In either scenario, the goal of the exercise is to open dialogue between client and advisor about Product Allocation as a means to creating a sustainable retirement plan.

While this site provides you with all of the tools and information you need to use the Product Allocation strategy, click the links below for information directly related to the consumer site. You may also wish to preview the new client site to prepare you for any questions you receive from your clients.

Risk Scores

Goal Attribute Scores

Product Allocation Client Brochure

The Transition into Retirement

Retirement Priorities

 
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