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:

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)