Les Affaires Plus - What changes are required to a portfolio close to retirement?
In its fall 2020 edition, the Les Affaires Plus magazine published an article (in French only) entitled "Que faire avec son portefeuille à l'approche de la retraite?" on page 19. This article by Ian Gascon, president of Idema Investments, explains the potential impact of a market correction during retirement. It also explains why a portfolio's risk tolerance might need to be reduced and how to determine the investor's investment horizon post-retirement.
About Idema Investments
Idema Investments is a portfolio manager that offers the first online investment solution that gives independent, personalized and low cost investment advice, also known as a "robo-advisor". A long term oriented systematic approach combined with the use of Exchange traded funds (ETFs) allows us to offer portfolios tailored to the needs of both do-it-yourself investors and investors looking for a managed portfolio solution. Follow our ETF blog on lesaffaires.com
