Builds on Comprehensive Sound Choices Program
TORONTO, Feb. 15, 2012 /CNW/ - AGF Investments Inc. has launched an
all-inclusive retirement and income online program, Retire Smart™,
designed to address the needs of Canada's baby boomers.
As part of AGF's practical Sound Choices Program these new retirement
and income solutions provide advisors with the tools they need to help
their clients transition from the pre-retirement phase to the
post-retirement phase with a focus on planning for retirement, income
and tax and estate planning.
"Today a growing number of investors are turning to their advisors for
help with the challenges of planning for retirement," said Gordon
Forrester, Executive Vice-President, Product and Marketing and Head of
Retail. "With this in mind, the next phase of our Sound Choices Program
was developed to give advisors timely information and useful content to
help their clients make informed decisions about retirement."
Retire Smart™ was developed in partnership with the Knowledge Bureau.
Led by best-selling author and award-winning entrepreneur Evelyn Jacks,
the Knowledge Bureau is a national educational institute providing
certificate training and professional development at a post-secondary
level for advisors in the tax and financial services industry.
While not intended by AGF to provide investors with financial or tax
advice, Retire Smart™ offers a client-centric approach to planning for
tax-efficient accumulation, growth, capital preservation and transition
of wealth. It includes online calculators and advisor and investor
Tax-Efficient Income Accumulation - Understanding Cash Flow and the
Taxation of Dividends
Tax-Deferred Capital Growth - Maximizing Growth Inside and Outside the
Tax-Efficient Capital Preservation - Return of Capital
Tax-Efficient Transitions - Estate Planning
Canada Pension Plan Income Calculator and Tax Efficient Retirement
The tools are divided into three categories:
Obtain - Resources to help gather information about clients' needs with a link
back to appropriate solutions.
Explain - Tools to clarify a range of concepts from investment basics to drawing
income in a tax-efficient manner with a connection back to AGF product
categories and funds.
Retain - Materials to help clients stay invested and transitional wealth
"As demographics change, we need to be able to change our business,"
explained Rose Cammareri, Executive Vice-President, Retail
Distribution. "At AGF we continue to listen to advisors to help them
meet the changing needs of their clients. When they told us they were
looking for solutions to help transition into retirement we responded
with Retire Smart™."
To learn more about Retire Smart™ and these exclusive solutions and
tools for advisors visit AGFadvisor.com or contact your AGF Sales
About AGF Management Limited
AGF Management Limited is one of Canada's premier independent investment
management firms with offices across Canada and subsidiaries around the
world. AGF's products include a diversified family of award-winning
mutual funds, mutual fund wrap programs and pooled funds. AGF also
manages assets on behalf of institutional investors including pension
plans, foundations and endowments as well as for private clients. In
addition, AGF Trust is a complementary business that offers GICs, loans
and mortgages through the financial advisor and mortgage broker
channels. With over $47 billion in total assets under management, AGF
serves more than one million investors. AGF trades on the Toronto Stock
Exchange under the symbol AGF.B.
For further information:
For media inquiries, contact AGF Public Relations & Public Affairs:
Manager, Public Relations & Public Affairs