Eric Monteiro

Senior Vice-President of Group Retirement Services at Sun Life, leading Canada’s largest provider of workplace savings and retirement platforms. Also serves on the Princess Margaret Cancer Foundation's Board of Directors.

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Nov 21, 2024 • 36min

The Complexities of Transitioning Your Savings Into Income in Retirement (For Canadians)

Eric Monteiro, Senior VP of Group Retirement Services at Sun Life, shares his expertise on the challenging transition from saving to managing retirement income. He discusses the need for careful financial planning to balance security and enjoyment in retirement. Monteiro highlights various strategies, including different decumulation approaches and investment options, while advising on how to navigate risks related to overspending. Listeners gain insights into maintaining financial stability and leveraging retirement calculators for informed decisions.

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