The Russell Essentials · Lifestyle · Estate
    Retirement Tool

Show your clients exactly how much they need to invest, and where, to cover their Essentials, Lifestyle and Estate requirements in retirement.

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Retirement peace of mind

Now more than ever, with recent market volatility, Canadians are concerned about outliving their money. They need peace of mind. Russell believes that one of the most effective ways to ensure a financially healthy retirement is to have the right asset mix.

The Russell Retirement Essentials Portfolio (35% equities and 65% fixed income) provides the ideal balance of capital preservation and income potential for your clients in retirement, or saving for retirement.

Find out more about the advantages of a 35 / 65 asset mix for your clients

The Russell Financial Health Index

The Russell Financial Health Index is updated quarterly to reflect the changing financial health of Canadians. The average Canadian has a financial health score of 50.65, based on the aggregated responses from Canadians who used this tool to test their financial health scores as of December 31, 2008.

What’s your financial health score?

Russell Retirement Essentials Portfolio

Increasingly, prospective and existing clients will be asking you for portfolios that can provide both steady cash flow through retirement and long-term capital growth potential.

We designed the Russell Retirement Essentials Portfolio to address your clients' retirement income needs: the asset mix of 35% equities / 65% bonds provides them with capital growth potential, along with their choice of 5%, 6% or 7% tax-efficient regular monthly distributions.

Find out more about Russell Retirement Essentials Portfolio

Russell Retirement Insights

Give your clients a complete retirement strategy.

Russell has conducted extensive research into the principles of successful retirement investing. Our findings have led to new insights that you can use to create a complete retirement strategy for your clients.

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RussellLINK

Leverage the best of Russell to benefit your clients and your business by registering with RussellLINK. Our advisor site is designed to empower you with the right tools, insights and resources to help you successfully achieve your goals. Get the latest client-ready research articles, market commentaries, prospecting tools and client communication templates using your exclusive access to RussellLINK.

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