retirees

We will work as hard looking after your wealth as you did earning it. With retirees living longer, more active lives, it’s essential for your retirement plan to work hard for you indeed, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of such a profound lifestyle change.

We believe there is nothing better in the world than helping someone achieve something. So we will listen very carefully and work together with you, talking about what you need and want your money to do for you, and assess the likelihood that you’ll be able to achieve your goals. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies that can 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

Want to learn more? Just reach out.