RetireMent Planning
FOR HIGH-INCOME INDIVIDUALS & FAMILIES
Streamlining Your Financial Approach for Increased Efficiency and Lifestyle Freedom
Many Canadians are aware of the importance of planning for retirement, and are naturally good savers, but require additional support identifying key drivers of success. These might include a more robust understanding around the nuances of building up a combination of “taxable” and “tax-paid” buckets of capital, identifying the “right” time to commence CPP draws, and zeroing in on a sustainable, inflation adjusted, after tax monthly spend rate. Individual net worth, rate of return on assets, period of accumulation/ withdrawal, support of children, and unforeseen events are all critical components to incorporate into retirement planning projections.
Planning your next steps
To prepare, you’ll want to speak with an unbiased advisor who understands the nuances of your situation, who’ll lead relevant and practical financial conversations. We’ll walk you through the planning process and help you get clear on direction, with target outcomes unique to your own personal circumstances.
You engage an UNBIASED™ advisor to plan your retirement goals.
How We Help
By providing unbiased advice and direction through life’s transitions
