Who we help - Planning for Retirement

After years of working, stepping into retirement can be one of the biggest challenges that people face during their lifetime. So, be prepared and take charge now. We can develop and guide you through the retirement planning process with ease so that your goals can be met with success.

As you approach retirement you may have many questions including the following:

  • Did I save enough money while I was working?

  • Will I be able to afford a comfortable lifestyle with my retirement savings?

  • How can I be ensure that my retirement savings will last?

Let us help guide you so that you can move forward with confidence.
You may consider consolidating and protecting your portfolios. We can help create for you an investment strategy that is aligned with your retirement horizon, risk tolerance and financial goals.

Additional factors to consider are:

  • Maintaining your lifestyle

  • Meeting rising healthcare costs

  • The future of your CPP / OAS benefits

  • Charitable donations that you may wish to make

  • Estate planning issues including the preservation and distribution of your wealth

So, now is the time to take action. Contact Sharon McCormick today!