My custom portfolio: Steady income without a pension

Steady income without a company pension to fall back on.



From the December/January 2013 issue of the magazine.


Arlene Maxwell of Kelowna, B.C., is 60 and recently retired. Neither she nor her husband, Steve, has a company pension so they’re looking to their personal savings to fund their lifestyle. They want to focus on Canadian dividend-paying stocks (including preferred shares) in their taxable accounts, while keeping most of their bonds and cash in their tax- sheltered accounts. Here’s our recommendation:

Comments are closed.