Investment Services

My Easy Retirement

My Easy Retirement

Let’s talk about the elephant in the room.

Wherever you are with your plans, we can help. We’ll help break down the retirement dilemma into smaller, bite-sized pieces. The amount you really need is not always the scary figure that makes the headlines on the viral articles! It depends on your current circumstances, the kind of lifestyle you want, the number of dependents you may have, and much more.

Our team combines tax and estate planning to help you make the most efficient use of your assets in retirement. Whether you want to start thinking about it in your 30’s, nearly retired, newly retired or fully retired, we’ll create a written income plan that soothes the tax bite on your retirement income over time and gives you peace of mind.

 
19 November, 2021

Your Retirement Income: Too Important to Leave to Chance

In a recent survey, we found that 70% of those polled were concerned about their retirement strategy....

Retirements Plan Infographic

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2022 Money Facts

For a detailed look at Money Facts 2022, please refer to the following link.

View the Money Facts 2022

2022 Money Dates

For a detailed look at Money Dates 2022, please refer to the following link.

View the Money Dates 2022

IPC Special Report

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

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Take Control of your Retirement Income

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

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 about the landscape and how you could be getting ahead in your planning.