WP Advisor Connect
Examining the Strategic Planning & Solutions Needed for a Sustainable Retirement 
November 1, 2023 

Canada is currently experiencing a dramatic demographic change as the proportion of the aging population continues to increase – a trend that is expected to continue. Alongside this, recent jumps in inflation and interest rates have continued to impact retirement incomes and savings.

In this complimentary webinar, a panel of experts explored these and other significant issues affecting the retirement landscape, including:  
  • The impact of government-supported retirement savings & income plans in supporting Canada’s retirees in the years to come 
  • How effective are current income solutions and strategies (fixed income, dividend investments, annuities, real-estate/home equity-based strategies, etc) for sustaining retirees' income needs in the future? 
  • What innovations and changes are needed to build resilience in Canada's retirement savings & income system? 
  • Assessing the advances in education, training, and strategic planning needed for the industry and advisors to play their part in ensuring sustainable income for Canadians in retirement
This program has been approved for 1.00 CE credit from Advocis.

Meet the Speakers



Professor Moshe A. Milevsky, PhD

Chief Retirement Architect | in collaboration with Guardian Capital LP

He is a professor, well-known thought-leader, speaker, writer and entrepreneur in the field of retirement income planning. Named by Investment Advisor magazine (in the US) as one of the 35 most influential people in the financial advisory business during the last 35 years, he received a lifetime achievement award from the Retirement Income Industry Association in 2008. He has published 17 books and over 65 peer-reviewed papers, as well as hundreds of popular articles and blog pieces, and has been long sought as a presenter and commentator by some of the largest financial companies in Canada and the United States.



Fraser Stark

President, Longevity Retirement Platform | Purpose Investments 

He leads the Longevity Retirement Platform at Purpose. He started his career with a decade as a management consultant with Bain & Company, serving clients in retail banking, asset management, private equity and pension funds. Immediately before joining Purpose, Fraser held leadership positions at technology companies, most recently with Meta (Facebook) and leading international growth at a Canadian software start-up. He holds an M.B.A. from Stanford and an H.B.A. from Ivey at Western University.  In the community, Fraser is an active supporter of the Nature Conservancy of Canada and Stanford Graduate School of Business.


James Burton


James Burton

Managing Editor – Wealth Professional, HR and Safety | Moderator

James is the managing editor for Wealth Professional Canada, specializing in stories about investing, portfolio management, financial planning, advisors and the markets. He is a journalist who has spent more than two decades working for newspapers and websites in the UK, UAE, Bermuda, and Canada.


Thank You to Our Sponsors

Guardian Capital
Longevity by Purpose