Advisor helps 74-year-old client, wife plan for what’s next

The couple’s decumulation plan has got them resting easy
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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.)

Read more in this new interview on Advisor helps 74-year-old client, wife plan for what’s next | Advisor.ca