Retirement Income

Retirement Income

We help turn your nest egg into a reliable income stream.

Our approach helps:

  • Keep your taxes low

  • Reduce costs

  • Maximize your risk adjusted investment return

  • Lower portfolio risk

  • Preserve your savings

Our approach also takes into consideration your other income sources. Things like Canada Pension Plan, Old Age Security, Pensions, Rental Income, RRIF Minimum Distributions, and more.

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We carefully coordinate all of your income streams to help make sure you don't pay more than your fair share of taxes.

Why?

Because it's very possible to be in a higher tax bracket in retirement than as a working professional. Keeping taxes low throughout retirement is one of the key ingredients to a successful plan.

👉 Want to learn more about how we create retirement plans? Click here to get your Retirement Plan.