As a Registered Retirement Consultant (RRC®), I am well positioned to assist you with your transition from work to early or regular retirement. We will talk about:

 

  • Cash flow planning: 
    • The amount of income you will need 
    • The kind of portfolio I can build to generate it
    • Other sources of income such as pensions
    • Expected expenses such as health care, major purchases
  • The rate of return we will need to achieve to maintain your desired lifestyle
  • What retirement looks like to you:
    • Travel, and what kind and frequency of travel
    • Plans to renovate the house or downsize to a condo
    • Funding your children’s or grandchildren’s education and weddings
    • Major purchases
    • Business divestiture or transfer
  • Asking the questions you might not necessarily know to ask.
  • Reassuring you that you can do what you want, it’s just a matter of timing things properly.