Couple in Nature
Retirees
Friends on a Bench
WEALTH MANAGEMENT FOR
RETIREES

Serving the unique needs of retirees is key practice area for our team of financial planners.  Planning for the day when the paycheques stop can seem overwhelming.  
 

We can help you understand what kind of retirement you can expect and what you need to do to achieve your personal and financial goals.

HOW WE CAN HELP
Helping You Prepare for Retirement
  • How much is enough? How should I invest?

  • Am I doing all I can? Can I save more tax-efficiently?

  • How does inflation affect my retirement plan?

  • Your plan will likely change - evolve with the times.

  • As life throws you curveballs, we will continually work with you, so that your path is understandable and achievable.

Guiding You Through Retirement
  • Safe Retirement Withdrawal Strategies

  • Tax-Efficient Cash Flow Planning

  • Pension Payout Analysis
    (Annuity vs. Lump Sum, Survivor Benefits, Timing)

  • Roth Conversion Analysis

  • Tax Analysis & Optimization

  • CPP & OAS Maximization

  • Seniors Drug Plan Guidance

  • Long-Term Care Insurance Options & Analysis

  • Estate Planning & Multi-Generational Planning

Smiling Senior Woman
Sound like you?