We help turn your nest egg into a reliable income stream.
Our approach helps:
Keep your taxes low
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.
We carefully coordinate all of your income streams to help make sure you don't pay more than your fair share of taxes.
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.