Retirement Planning
The retirement 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 solutions and services are personalized to meet the needs of each stage of your life:
- You’re already well on the way to building your retirement savings and now you’re looking for greater choice, flexibility and tax-efficient strategies with the benefit of professional advice.
- You’re in your pre-retirement years and you’re looking to protect your retirement savings, and prepare for the next stage of your life.
- You’re already retired and looking for advice and solutions to help you maximize your retirement income, ensure your savings last, and provide a legacy to your family.
Our retirement planning solutions could be ideal if you:
- Need in-depth financial advice tailored to your retirement needs and objectives
- Want a self-directed retirement savings plan that gives you choice, flexibility and advice from a professional advisor
- Earn a high annual income and are looking for tax-efficient ways to save beyond a traditional RRSP/RRIF
- Can benefit from enhanced retirement plans, including special Individual Pension Plans (IPPs) for incorporated professionals and business owners
