Back to top

CPP & OAS: What to know before you start – Playback

Feb 14, 2018
Wealth Matters
Financial Planning
Investing Strategies
Market Analysis
Retired couple reviewing financial statements and wealth plan

This session included an insightful discussion on what individuals should consider before electing to draw on their Canada Pension Plan or Old Age Security, led by Jeffrey Smith, Regional Wealth Planner, and Paul Sahota, Regional Wealth Planner of Assante Private Client, a division of CI Private Counsel LP, followed by Epoch’s outlook and investment strategy for the U.S. Equity Value Pool in 2018 from Rick Vandale, Managing Director, Global and U.S. Portfolio Management, Epoch Investment Partners.

Join us next quarter on Wednesday, May 9, 2018 for another edition of Wealth Matters live.

To listen to the playback of the recent Wealth Matters webcast, please click here

Locate an advisor near you