Electrical Inspectors
PEPP Pensioners
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Electrical Circuit
WEALTH MANAGEMENT FOR PEPP PENSIONERS

We specialize in all aspects of retirement benefits planning and offer a tailored approach to help you achieve financial piece of mind

  • Pension Benefit Analysis

  • Retirement Options Analysis

    • Variable Pension Benefit

    • Annuities​

    • Prescribed RIF options

  • Locked-in VS Non-locked-in assets

  • Company Severance Optimization

  • Group Health & Life Insurance Options

  • Cash Flow Planning & Tax-Efficient Strategies

  • Tax Planning

  • CPP & OAS Maximization

  • Estate Planning & Multi-Generational Planning

  • Seniors Drug Plan Guidance

  • Long-Term Care Insurance Options & Analysis

We made this just for YOU!
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