What % Of Your Retirement Portfolio Should Be In RRSP?

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How much of your retirement savings should be in RRSPs? There’s no magic number, but there is a simple framework to help you decide. In this video, we’ll break down a step-by-step approach to figure out the right percentage for your portfolio, how it changes as you near retirement, and walk through a quick example to make it clear.

Steve Willems, CFP®, FEA, BA
Wealth Advisor, Willems Wealth Planning Group | Assante Financial Management Ltd.

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🎬 S E L E C T S C E N E S 🎬

0:00 - Intro
0:54 - The Toolbox
1:45 - 4 Big Asset Buckets
3:25 - The Formula
8:30 - Targets
10:56 - Case Study

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The case study mentioned in this presentation is provided for illustrative purposes only and does not represent an actual client or an actual client’s experience, but rather is meant to provide an example of our process and methodology. The results portrayed is not representative of all of our clients’ experiences.