Chapter 14: Protecting Retirement Income
In this section
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Understanding Annuities
Explore how annuities work, their role in retirement planning, key features, and important Canadian tax and regulatory considerations for building a sustainable income stream.
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Types of Annuities in Canadian Wealth Management
Explore the various types of annuities—including immediate, deferred, life, joint, term-certain, and indexed annuities—and how they support retirement income planning and risk management for Canadian investors.
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Segregated Funds in Canada: Key Features, Protections, and Strategies
Discover how segregated funds blend market-based returns with insurance guarantees, offering potential creditor protection, bypassing probate, and contributing to a balanced retirement income strategy.
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Guaranteed Minimum Withdrawal Benefit (GMWB) Contracts
Explore how GMWB contracts safeguard retirement income through lifetime withdrawal guarantees and step-up features, ensuring longevity protection in the Canadian market.
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