Retirement Planning

Retirement is a whole new adventure waiting to happen – the time when you finally get to enjoy what you’ve worked so hard to achieve.

We can help you build a comprehensive retirement plan that includes:

• A written plan that evolves with life’s changes.
• Focusing on capital preservation (retirement geared investments).
• Keeping what’s yours (government benefits maximization).
• Taking advantage of what Canada Revenue Agency gives you (income tax credit maximization).
• Lowering your overall family tax rate (income splitting).
• Tax planning strategies.
• Risk management.
• Creating tax-free income.