Key Steps to Retiring Comfortably
- Define your goals!
- Define your income needs!
- Build an income plan to attain your goals!
- Build a withdrawal strategy to manage your sources of income!
- Personal Savings(RRSP, TFSA)
- Government Pensions (CPP, OAS)
- Workplace Savings
- Build a tax plan to ensure Government doesn’t tax you at a 50% tax rate
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For Pre-retirees
You might be a few years away from your golden years and now is the perfect opportunity to start planning your financial roadmap. Retirement is a journey and being prepared eases the transition.
For Retirees
You have started receiving income from your RRSP/RRIF and even your government benefits. You are concerned with how much income is enough or how long will your income last or what is the most tax-efficient way to receive income. Our retirement roadmap guides you to guarantee a secure future.
For Business Owners
Business Owners you have spent countless hours building your business. You may be concerned with how-to withdraw money from your corporation in a tax-efficient way or how much income do I need. Building a retirement roadmap is a proven method to minimizing taxes and securing income.
For Women Only
Women need a different approach when thinking about retirement. Longer life expectancy has an impact on income needs. Health issues may wreak havoc on retirement goals. Our woman-centric retirement approach addresses these issues.