Peace of mind is the goal

The retirement planning strategies that make sense when you’re 45 may not always be the right fit when you’re 55, 65 or over. If you’re already retired, you may be looking for advice and strategies to help increase your retirement income, ensure your savings last and provide a legacy for your family. Our wealth management team will ensure you have the proper peace of mind when entering into your retirement stage of life. This will allow you to focus on the most important things in life.

 

Achieve and maintain a comfortable retirement

Whether you're years away from retiring, close to retirement or already retired, a comprehensive plan and expert advice are critical in building and protecting your retirement dream.

We're there every step of the way, delivering the strategies, service and solutions that you may need to help achieve or maintain a comfortable retirement.

Our retirement planning solutions can be ideal if you need help:

  • Projecting your retirement needs and the steps required to achieve them
  • Creating diversified, tax-efficient retirement income with your nest egg
  • Protecting your wealth with the right balance of risk and reward
  • Keeping track of your savings goals and portfolio performance
  • Considering the tax advantages of holding certain investments outside of an RRSP
  • Planning when to withdraw from your investment accounts tax-efficiently
  • Designing a tax-smart estate plan for a quick and efficient transfer to your loved ones
  • Safeguarding personal assets and your family's lifestyle from adverse events
  • Building an enduring legacy with your capital, time and passion
  • Planning family income-splitting strategies

To learn more, please contact us.