Retirees

Who

  • Age 65 and over
  • Increased Net Worth
  • No longer working or working part time

Priorities

  • Mortgage is paid off
  • Little to no debt
  • Review pension arrangements
  • Staying on budget (Download our app!)
  • Living off savings
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Long Term Care
    • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
  • Estate Planning

Useful Articles for Retirees

Comparing TFSAs and RRSPs - 2020

We examine the difference between RRSP and TFSA in the deposit and withdrawal stage.

2019 Tax Tips for Employees

Now that we are nearing year end, it’s a good time to review your finances. With the federal election over and no major tax personal tax changes for this year, 2019 is a good year to make sure you are effectively tax planning.

6 Steps to Retirement Success

Retirement planning can be challenging, we’ve outlined what we feel are 6 steps to retirement success. Talk to us about a complimentary comprehensive review of your retirement plan.

Financial Advice

An advisor can help you determine where you are today financially and where you want to go. An advisor can provide you guidance on how to reach your short, medium and long term financial goals.