Retirement & Estate Planning

We take the time to understand your present financial priorities and concerns as well as your dreams for the future and develop a personalized plan that you and your family are comfortable with.

Retirement Planning:

  • Identify the financial concerns that are important to you now and in the future
  • Determine how much money you will need for retirement comfortably and when you want to retire
  • Establish a savings plan to accumulate wealth
  • Balance your financial priorities, such as debt payments, owning your own home and saving for your children’s education
  • Consider company pension plan and government benefits you will be entitled to
  • Explore alternative strategies to maximize your RRSP contributions and reduce your taxes

Estate Planning:

  • Minimizes income taxes and probate fees to keep more of your money in the family
  • Have assets distributed as intended