Advisor helps 74-year-old client, wife plan for what’s next
The couple’s decumulation plan has got them resting easy
Facebook
Twitter
LinkedIn
Email
Media Source: Advisor.ca | September 3, 2025
The decumulation plan The expert: Sarah Mulder, a senior investment advisor with Harbourfront Wealth Management in Winnipeg. The client: James, a 74-year-old man in the Prairies who consults part-time for clients in the agriculture sector, and his wife Sharon, who is fully retired. (Their names have been changed for this story.)
Market and Economic Insights – Q2 2025
7 July 2025