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David Poggemiller, CFP, FCSI

Branch Manager, Investment Advisor

T: 250.558.5431
TF: 1.800.665.2505
E: David.Poggemiller@canaccord.com


 

Trevor Perepolkin, CFP

Investment Advisor

Monthly Income Investing

You’ve worked hard, saved and invested all your life. Now you’re approaching retirement, or are already retired, and need to ensure you have an adequate monthly income to support the lifestyle you’ve looked forward to, while at the same time ensuring you don’t run out of your hard earned savings prematurely.

With interest rates at all time lows, old approaches to income investing are no longer viable. With GIC’s and government bonds yielding 4% or less, your after-tax returns and perhaps more importantly after inflation-returns could very well be negative.

How can you earn a consistent monthly income on your savings in a tax advantaged way without seeing your savings eroded by inflation over time? Learn more...

 

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