Blog

Retirement Planning

THE CANADIAN RETIREMENT PLANNER'S SOFTWARE

The brokerage firms and money management firms have developed or purchased Retirement Planning Software to serve their clients for whom they provide full-service, investment management with a fee structure based upon the amount of funds invested. This Software is quite sophisticated.

They do not make this Software available to Do-It-Yourself (DIY) investors. If you find a website that offers to prepare a retirement plan for you, it is phishing, looking to take over the management of your assets…

Read more…