Retirement Planning

The statistics vary among polls conducted by leading financial institutions and investment firms, but the sobering reality is consistent, namely that the large majority of Canadians claim that they do not have a retirement plan and if they do they are unsure if it is good enough.

Making any plan starts with education. Knowing where you are financially now and where you see yourself financially in the future is a good start. That’s not always easy to get a clear picture and that’s where we as financial educators come in to help.

Retirement planning isn’t just simply about throwing money into an investment portfolio. No, it involves so much more including tax strategies, insurance, estate planning, and debt analysis to name a few.

What can you expect from connecting with us to learn how to bring your retirement plan to life? 

• Financial independence number
• Plan creation and monitoring
• Retirement fund growth
• Insured tax shelter/tax strategies and education
• Ensure your primary beneficiary is not the government
• Develop a close relationship with you as the client