Are You Preparing for Retirement?
In preparing for your retirement, we arrange a personalized plan designed to meet your needs throughout retirement. Monitoring and adjusting along the way is critical to your ultimate success. We can assist with goal setting, plan design and development with ongoing advice.
What To Expect in Retirement
(the Spending Game)
In order to thrive in this critical phase, we will help you learn how to set up your own pension plan and much more. Additionally, we will teach you when to take CPP and OAS.
Avoid OAS (Old Age Security) clawback.
Pay less taxes.
Best time to withdraw RRSPs/RRIF.
Customized plan that is updated regularly.