Your Business

Decorative pattern

Your Business

CE Course: Compendium of Sustainable Withdrawal Rates, Part 1

Earn CE credits “Compendium of sustainable withdrawal rates, part 1” is eligible for CE credits, see Accreditation details for more information. Course summary: Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for many different variables, asset allocation methods and withdrawal strategies. You must successfully complete the course “Purpose-Driven Sustainable […]

September 12, 2014

13 min read

Decorative pattern

Your Business

Purpose-driven sustainable withdrawal rate

Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates for Canadian portfolios

June 5, 2014

13 min read

Decorative pattern

Your Business

New CE course from retirement guru Jim Otar

Your clients are approaching the drawdown phase, and you need to pinpoint an annual withdrawal rate that ensures they won't run out of money. If you think the old "4% rule" is the ticket, think again.

By Staff |June 5, 2014

1 min read

Decorative pattern

Your Business

As easy as ACB: Understanding and tracking adjusted cost base with ETFs

Justin Bender of PWL Capital and Dan Bortolotti of PWL Advisors explain ACB reporting for ETFs

By Justin Bender and Dan Bortolotti |June 2, 2014

9 min read