Retirement Planning

Retirement today comes with more questions than ever.

  • Have I saved enough — and will it last?
  • When should I take CPP and OAS?
  • How do I actually spend the money I’ve saved?
  • Can I help my kids without jeopardizing my own retirement?

    • The list goes on and on. We understand how personal and complex those questions can be. No two retirements are alike, which is why we take a comprehensive, customized approach to help build your retirement plan that is truly yours.

    We build your retirement plan from the ground up, incorporating pensions, investment income, taxes, inflation, and healthcare needs — all to give you clarity and confidence that you’re on track. But we also help you define what retirement really means to you. Whether you plan to travel, work part-time, volunteer, or simply enjoy your time with family, we help you explore the possibilities and build a plan to make them real.

    For clients with more complex needs, we offer fully integrated planning — including strategies for winding down corporations, RRIF meltdown planning, wealth transfer, charitable giving, and more. Whatever retirement looks like for you, we’re here to help you live it with confidence.

    Retiring soon? Let’s chat and make sure you’re on track.