To our clients, you can now find the online portal link underneath the "Client Center" tab.

Retirement Planning

At what age would I like to retire ?
How much income would I require to live comfortably during retirement ?
What should my annual savings be now to reach my retirement goals?

Retirement is your reward, and it’s a time when you should be enjoying life, not worry about your finances. Let us help you with a successful retirement.

Your Retirement.
Your Way.

Regardless of your current life stage – be it early in your career, nearing retirement, or already retired – we want to relieve as much anxiety as possible by addressing all your concerns and making sure you have the financial resources you need when your paycheck stops to embrace this new chapter of your life with security, confidence, and peace of mind. 

Personalized Retirement Planning Solutions

Our experienced Wealth Management Advisors and Portfolio Managers will work with you to create a retirement package that is as unique as you.

Creating your personalized retirement income plan begins with assessing your financial situation and identifying your retirement goals. We will help you understand your retirement income options, manage your personal retirement investments and savings, and establish tax-efficient withdrawal strategies so you can live the lifestyle you’ve always envisioned for your retirement years.

 

Our Approach to Retirement Planning

Retirement is your reward and it’s important to us that retirement is the best time of your life. Our Wealth Management Advisors are poised to devote to you the time it takes to get it right. Now that your children are grown, your home is paid for and work is finally behind you, we want to relieve as much anxiety as possible about your retirement and help create a clear picture of your finances.

We want to help you start planning as early as possible and design a retirement package that you will be able to enjoy. We help you understand government programs and pension plans you may have through your employer. And of course, we establish an investment strategy to accumulate the necessary funds.

For Canadians, retirement income generally comes from three sources: Government programs (Old Age Security, Canada Pension Plan, Quebec Pension Plan (for people living in Quebec); employer sponsored pension plans; and personal savings (RRSP). By contributing to a Registered Retirement Savings Plan (RRSP) every year, you pay less tax now and are preparing an income to help you enjoy your retirement. Having an RRSP could mean the difference between just getting by and having the finances to live out your dreams.

Speak With a Wealth Management Advisor Today

Let our decades of experience be your advantage in achieving your financial objectives