As inflation rages on, it continues to eat away at the investment plans of many, including retirees, who are often neglected when it comes to discussing how to build an income portfolio. With the Bank of Canada announcing another interest rate hike, how can advisors guide investors, especially those nearing or in retirement, to construct a solid portfolio during a period of inflation and market uncertainty? Paul Ma, VP Lead Portfolio Strategist, joins host Pamela Ritchie to share his portfolio construction insights, including a “bucket strategy” which helps manage behavioural biases by taking advantage of the mental accounting of treating money differently depending on different needs, and timelines. Paul shares that younger people are more likely to panic in times of uncertainty and may need to reassess risk profiles and consider moderate portfolios.

Recorded on September 6, 2022.

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