My Easy Retirement

Whether you are planning to retire or have already retired, our team can help you quantify the cost of the lifestyle you desire and create a realistic plan to support it.

Your plan considers such factors as government programs, pensions, other sources of retirement income, life expectancy and historical rates of inflation. Based on an analysis of your situation and goals, your plan works to balance your everyday needs with those for the future to allow you to live your retirement with confidence and peace of mind.

What should you be thinking about when planning your retirement strategy?

Click here to view the infographic

Dive a little deeper into the factors affecting the retirement income landscape in Canada. Learn what you should consider when building your plan and discover how we can craft a strategy that works just for you. Read more.

For a detailed look at annual CPP benefits, 2017 Federal marginal tax rates and OAS pension clawback limits, please refer to the following link.”  Click here to view the Money Facts 2017 PDF

Did you know that RRIF withdrawal limits have changed ? How does this affect you? Read More.

Contact our office if you if you would like to find out how to make your retirement an easy retirement.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.