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
Please click on the below link for a thorough checklist of retirement ready considerations.  This document is meant to get you thinking about the various aspects of your retirement and how it affects your financial and estate picture in general.  Although you may only ever retire once in your lifetime, we have been through the retirement process hundreds of times before.  Please arrange a private consultation to let us bring our experience to you.  We would be pleased to assist you in ensuring your finances are optimally organized for your future.