Retirement is unpredictable. How can I ensure a sustainable plan? (65 and up)

The saving and investing patterns that have gotten you to retirement are different from the patterns that will get you through retirement. Whether you’re newly retired or have been living the retired life for a few years, we can help you create a formal income plan that soothes the tax bite on your retirement income over time and gives you the peace of mind that you’ll be able to fund your desired lifestyle expenses throughout your retirement years – no matter how long that might be.

Our team has specialized expertise that combines tax and estate planning to help you make the most efficient use of your assets in retirement. We take a look at the whole picture –– your health, your retirement lifestyle, your need for income, your desire to create a legacy for future generations or for your favourite charities –– and provide you with the options and guidance to make sure that your financial life is organized exactly as you’d like it.

A winning financial game plan is not glamorous, it’s just common sense. For more information or to set up an appointment to discuss your dreams, please feel free to contact our office.