Redefining Retirement 


We’re living longer and healthier lives than ever before. Fewer of us plan to spend retirement in a rocking chair on the front porch. Instead, retirement is considered a new phase of life that provides the opportunity to make discoveries about us, travel and pursue the passions we put off in our working years.

Whether it’s starting a business or traveling around the world, it’s important to make the appropriate financial arrangements to take full advantage of the next phase of your life.

This often demands a prudent strategy to preserve assets and earn income, solutions to manage day-to-day cash flow, and the consideration of you leaving a legacy to family, community or a charity close to your heart.
 

 

 

Approaching or are in retirement, Jamie and Scott can help with: 
 

  • Wealth preservation and income strategies
  • Banking and cash management solutions
  • Estate planning and charitable giving


We would help by:
 

  • Completing a comprehensive Wealth Plan to show you how long their income and investments would sustain their desired lifestyle.
  • Draw on our in-house tax, insurance, and estate specialists to provide total-wealth advice and solutions. 
  • Construct/alter your portfolio to ensure it generates consistent cash flow, and is the correct mix of equities, fixed income and alternatives.
  • Providing tax-loss harvesting through our Architect platform, ensuring you are keeping more of your earned savings.