Helping people prepare

for retirement


As retirement grows ever closer, the looming reality may cause some uncertainty. When exactly should I retire? Will I have enough to maintain my lifestyle and still leave a legacy for my loved ones? Our view is that retirement should be a greatly anticipated milestone, not a cause for worry. Our goal is to help you not only prepare for retirement, but to have a realistic picture of what to expect.

We will help you set a reasonable budget for your non-working years and then show you different possible scenarios. For instance, what happens if the market has a downturn or if you have unexpected medical expenses? Or what happens if you increase your monthly withdrawals? This is designed to address your concerns and help you feel more confident about retiring.

There are many details to address, as well. We will help you review and understand your Canada Pension Plan options, and make sure we consider the level of risk in your portfolio and any outstanding debt you may have.

The point is, you can never be too prepared for retirement. We’re here to make sure you are ready.

HANDS-ON
Portfolio management

It results in benefits beyond just having an off-the-shelf investment plan.
HOW IT HELPS YOU