Retirement is one of the biggest “purchases” you will ever make. That’s why it is essential for you to have a well-thought-out retirement plan that allows you to take advantage of every investment, tax, and pension opportunity.
At the foundation of our retirement strategy, we build a financial plan for each of our clients.
The financial plan helps ensure that you are:
Making the most of every investment opportunity to preserve capital, mitigating sequence of return risk, and growing your investments on a risk-adjusted basis.
Taking advantage of every tax planning opportunity (ie. strategically maximizing TFSA and winding down RRIF)
Optimizing pension efficiencies (when to take CPP, OAS, Defined Benefit Pensions, etc.)
Our goal is to educate each of our clients so that they are confident they are making the best decision for their future.
We encourage all our prospective clients to research various financial advisors and choose the one that is best suited for them!
