Retirees

Nurturing wealth so you can enjoy the security of a long and vibrant life in retirement.

With retirees living longer and more active lives, it is essential that your retirement plan works for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could put your wealth at risk. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

Working together, we talk about what you need and want your money to do for you and assess the likelihood that you will be able to achieve your goals. If you have to prioritize, we help you there too, showing you how small compromises can make a big impact over the long term. We also talk about the things that concern you and strategies to help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.

We also strive to ensure that your wealth passes in the most efficient way to your heirs and philanthropic endeavours through estate and legacy planning. With our help, you have a full range of resources at your disposal.

SERVICES INCLUDE

• Retirement Income Planning
• CPP, QPP, and OAS Optimization
• Estate and Legacy Planning
• Tax Planning
• Distribution Strategies
• Healthcare Planning
• Long-Term Care Costs