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.
- Sandhu Wealth 1175 Douglas St Ste 1000 Victoria, BC V8W 2E1
- T 250.405.2472
- TF 877.405.2400
- F 250.405.2499
- Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., Member of the Canadian Investor Protection Fund and Member of the Canadian Investment Regulatory Organization (CIRO). Securities-related products and services are offered through Raymond James Ltd. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund. Raymond James' Estate and Trust Services are offered by Solus Trust Company and Raymond James. Trust (Québec) Ltd. Solus Trust Company (“STC”) provides services in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario. Raymond James Trust (Québec) Ltd. (“RJTQ”) provides services in the province of Québec. Services provided by STC and RJTQ are not covered by the Canadian Investor Protection Fund. STC and RJTQ are affiliates of Raymond James Ltd. Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
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