Retirement isn't what it used to be—and that’s not necessarily a bad thing. But today, most Canadians are on their own when it comes to crafting a plan that balances income, lifestyle, taxes, and peace of mind. Whether you're five years away from retirement or already there, there are some critical moves (and common blind spots) you don’t want to miss.

Markets are constantly changing, and rebalancing a portfolio can be time-consuming and complicated.

Many Canadians are unaware of their options associated with retiring, switching jobs, or leaving their pensionable funds at previous place.