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Retirement planning

A retirement plan isn’t necessarily the same as a financial plan but the two can overlap and complement one another. One of the key aspects of a retirement plan is to provide cash flow when you are no longer working. A retirement plan differs for each individual and their preferred type of investing. It also depends on what stage you are at in your life. Even if you’ve just started working, it’s not too early to envision the day when you won’t be. With a solid retirement plan, that could be sooner than you think! Some of our clients prefer to invest in real estate and have a rental property portfolio that they hope to build upon. Others prefer the stock market and have RRSPs or TFSAs or are interested in opening them. Whatever your journey towards retirement is, we’ll help you shape an existing plan or create one from scratch. We’ll present savings and investments options and give you a final retirement score that shows your annual and monthly cash flow for a time in your life when you want to take it a little bit easier.


Whatever your journey towards retirement is, we’ll help you sculpt and finesse it or create one from scratch. We’ll present savings and investments options and give you a final retirement score that shows your annual and monthly cash flow for a time in your life when you want to take it a little bit easier.

In these tough economic times, many people are worried about how or when they’ll be able to retire.

We’ll take a measured, realistic approach with you in addressing important questions to put you on the path to a stress-free retirement:

  • When to start retirement planning
  • How much money you'll need to retire
  • Prioritizing financial goals
  • Choose the best retirement plan for you
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