Sites
Skip to content
Through expert interviews and conversation, we aim to help families flourish in their long-term financial decision-making. To that end, we discuss the wide array of issues that influence successful financial planning, from building a family’s knowledge about investing, tax management and estate planning to living a healthy and active life with ageing.
Latest episodes
Join us while we welcome Timothy Brown, CEO & broker of record at ROI Corporation to discuss the issues associated with buying and selling a professional practice.
For more Mercer Private Wealth insights, please visit www.mercerprivatewealth.ca .
Join us as we welcome Sandy Sereda, the Executive Director from Caregivers Alberta to discuss how can we help our loved ones while maintaining our own physical, mental and financial health.
Sandy’s experience and success makes her well qualified to answer such questions as:
Join us as we welcome Wade Pfau the program director of the Retirement Income Certified Professional® to discuss his work as a retirement researcher and how evolving retirement research can impact investors.
Topics include:
• The evolution of retirement planning and research
• Traditional financial plans that model out a 30 or 40 year retirement
• Comparing the risk of underspending in retirement to longevity risk
• Help for retirees approaching end-of-life or long-term care costs
Important Notices
References to Mercer shall be construed to include Mercer LLC and/or its associated companies.
© 2022 Mercer Global Investments Canada Limited. All rights reserved.
Views and opinions expressed by the third party are their own and the webinar should not be construed as an endorsement or recommendation by Mercer. The webinar is intended for informational purposes only and should not be relied on as medical advice.
This material is for informational purposes and is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.
Mercer does not provide tax or legal advice. You should contact your tax advisor, accountant and/or attorney before making any decisions with tax or legal implications. The findings, ratings and/or opinions expressed herein are the intellectual property of Mercer and are subject to change without notice. They are not intended to convey any guarantees as to the future performance of the investment products, asset classes or capital markets discussed. This does not contain investment advice relating to your particular circumstances. No investment decision should be made based on this information without first obtaining appropriate professional advice and considering your circumstances.
Information and opinion contained herein may have been provided from a range of third party sources. While the information is believed to be reliable, Mercer has not sought to verify it independently. As such, Mercer makes no representations or warranties as to the accuracy of the information presented and takes no responsibility or liability (including for indirect, consequential, or incidental damages) for any error, omission or inaccuracy in the data or opinion supplied by any third party.
Investment management services for Canadian investors are provided by Mercer Global Investments Canada Limited. Investment consulting services for Canadian investors are provided by Mercer (Canada) Limited.
Africa