Retirement & Estate Planning

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.

Asset protection, wealth transfer and estate settlement solutions

A Will and estate plan can be more than a set of directions for executors and loved ones; proactive estate planning can provide the peace of mind knowing that your wishes will be carried out and your loved ones taken care of.

Our estate planning solutions could be ideal if you need help:

• Investing your assets while guaranteeing a payout for your beneficiaries
• Maximizing the wealth you pass on to your loved one through tax-minimization strategies
• Replacing your income in the event of a disability, critical illness or long-term care situation
• Transferring your wealth to your beneficiaries tax efficiently
• Providing liquidity to help meet the tax obligations and costs associated with settling your estate
• Determining the most effective way to give to the charitable causes you support
• Managing executor or Power of Attorney duties

To learn more about protecting and transferring wealth, please contact us.