"Without a plan, you'll end up somewhere else."

Yogi Berra was pretty accurate with this famous quote. My time in sport taught me many valuable lessons; however, the most important is the importance of planning. Not only was there a training plan (to get ready for a race), but there was a race plan too. Although the plan would change from time-to-time (e.g. injuries, race conditions, etc.), without it, I probably wouldn’t have been able to achieve my success.

Planning for retirement is similar to preparing for the Olympics. Not only do you need to prepare for your inevitable retirement, you also need to prepare for the time when you are in retirement. The planning strategies that make sense when you’re 45 don’t always make sense when you’re 55, 65 or older. That's why my team and I provide solutions to build and protect your retirement nest egg for each stage of your life. We'll be there every step of the way, offering the solutions you need, and guiding you towards your retirement dreams.

Contact me today to learn how I will help you with:

  • Saving for retirement – Getting the right asset allocation and savings strategies to meet your financial objectives today and in the future.

  • Protecting retirement savings – Implementing investment and planning strategies such as a cash wedge.

  • Maximizing retirement income – Finding that perfect balance to maximize your after-tax income

Are you Retirement Ready?

If you are approaching retirement – or have recently retired – there are numerous financial details you need to address. To help you cover all the details, and ensure you’re ready for a successful retirement, we have created the RBC Dominion Securities Retirement Checklist:

It will help you cover off important topics such as:

  • Employee pensions and benefits
  • Government benefits
  • RRSPs, RRIFs and Locked-In Accounts
  • Non-registered assets
  • Estate planning

Contact me today to get your complimentary copy.

John Hastings, CFA, MBA

Portfolio Manager & Investment Advisor

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