SERVICES
Retirement Planning
Now is the time! A clear financial plan will help you get there.
Canadians are living longer, which is great but it also means that our retirement savings will likely need to last upwards of 20 years! How much you need in retirement will depend entirely on the goals you have today, as well as in retirement.
We will take into account your CPP, OAS, RRSP and Pension Plans to help you determine when you can retire and show you how to get there.
Retirement planning doesn’t just stop there. Once you retire we will help you structure your retirement income in the most tax efficient way possible so that you can relax and enjoy your retirement to the fullest!
Source: Franklin Templeton Retirement Income Strategies and Expectations (RISE) Survey, 2015