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Retirement Planning


Retirement Planning

Organizing your financial affairs and accumulating assets to provide maximum income and security for retirement.


Your financial priorities are: maintaining independence, reducing income tax and ensuring your family is financially secure.

 We can help you make more informed decisions about:


Volatile markets can wreak havoc on savings. A big loss in your portfolio with a short time to retire may not allow your investments to recover before you need the retirement income.

  • Bond Funds
  • Dividend Funds
  • Early CPP
  • Guaranteed Investment Certificates (GICs):  Bank GICs & Insured GICs
  • Group Registered Retirement Savings Plans (GRSPs)
  • Registered Pension Plans (RPPs):
    • Defined Contribution Pension Plans (DCPs)
    • Defined Benefit Plans (DBPs)
  • Deferred Profit Sharing Plans (DPSPs)
  • Guaranteed Minimum Withdrawal Benefits (GMWBs)
  • Income Trust Funds
  • Individual Pension Plan (IPP)
  • Insured Retirement Program (IRP)
  • Life Long Learning Program (LLP)
  • Mutual Funds: Trusts and Corps
  • Retirement Compensation Arrangement (RCA)
  • Registered Retirement Savings Plans (RRSPs) & RRSP Loans
  • Segregated Funds
  • Structured Notes
  • Tax Free Savings Accounts (TFSAs)