Successfully Retired

Our proven track record assists you in keeping things simple, and will afford you the peace of mind your hard work and discipline deserve.

You have worked hard, you have saved and invested diligently, and now it is imperative that your assets work for you. However, the transition to retirement does not mean an end to your planning needs.

We know that this is an exciting time as well as a period full of uncertainties and concerns. Our strategies will ensure a smooth transition that provides you and your loved ones peace of mind and clarity.

Here are some questions you should be asking.

Financial Planning

• Can I potentially outlive my money?
• Do I have a retirement income plan?
• Am I being unnecessarily clawed back on my OAS?

Investment Counsel

• Am I invested too conservatively?
• Am I too heavily invested in an RRSP?
• Is my income stream tax efficient?

Estate Planning

• Do I know my final tax bill?
• How do I protect the next generation?
• Have I given thought to my legacy wishes?