Financial & Retirement Planning
It’s difficult to know if you are on the right track without a roadmap. Let us help you understand what you need to put aside today to enjoy the lifestyle you deserve once retired.
Let us help you
- Build a tailor made Retirement/Estate plan to ensure you are maximising cash flow and minimizing taxes at all times
- Know what you need to put aside today to maintain your lifestyle 10, 20, 30 years from now
- Ensure tax efficient withdrawals as you use your funds later in life
Building your Assets
Whether you’ve been investing for 10 years or you have 10 more years to retire, we want to make sure you enjoy today while preparing for tomorrow. We aim to simplify investing, giving you added confidence in your financial decisions through evolving markets.
Let us help you
- Be positioned to take advantage of market dips
- Identify where and how every extra dollar should be allocated to maximize your nest egg
- Reduce taxes use and government grant opportunities to make that money work harder for you
- Ensure your investments are the best your objectives and risk tolerance
- Ensure your group RRSP and former company plans continue to grow as you move on with your career
Protecting your Assets
It’s not about what we have in life, but who we share it with. Protecting yourself and the people you care about most can enhance the experience.
Let us help you
- Ensure you have an income protection plan to maintain your lifestyle even if an illness forces you to take time off of work.
- Ensure your family stays on track with the right protection so you can take care of their needs even when you cannot be there for them with life insurance.
- Ensure you are leaving your children and loved ones a tax free legacy not a tax liability with proper estate planning.