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Home
Meet Our Team
About Us
Our Partners
Working With Us
Our Offerings
Investment Management
Wealth Planning
Retirement Planning
Estate Planning
Testimonials
Publications
Latest Publications
Learn More
Registered Retirement Income Fund
Tax Free Savings Accounts
Estate, Trust & Insurance Planning
Registered Retirement Savings Plan
Registered Education Savings Plan
Charitable Giving
Managed Solutions
Blog
Contact Us
☰
Home
Meet Our Team
About Us
Our Partners
Working With Us
Our Offerings
Investment Management
Wealth Planning
Retirement Planning
Estate Planning
Testimonials
Publications
Latest Publications
Learn More
Registered Retirement Income Fund
Tax Free Savings Accounts
Estate, Trust & Insurance Planning
Registered Retirement Savings Plan
Registered Education Savings Plan
Charitable Giving
Managed Solutions
Blog
Contact Us
Achieving Your Retirement Vision
Retirement planning involves more than simply setting aside enough money to last 30 years or more.
Our team will:
Analyze your finances, pension plan, insurance policies, employment retirement package and the income you can expect from Canada Pension Plan (CPP) and Old Age Security (OAS).
Help you plan to generate a tax-efficient income stream from your investment portfolio.
Examine your family dynamics, health/ longevity expectations, lifestyle, and community commitments.
Review any budgeting or lifestyle changes that may be needed.
Liaise with BMO specialists to discuss preparing your company for sale or transfer, and the potential role it may play in your retirement lifestyle and integrate all aspects of your financial picture to simplify your retirement plan.
Help you create a legacy for your loved ones and chosen charities.
Consider setting up a family trust and/or private foundation.
Discuss why you are retiring, how ready you feel for this new life stage, and how you envision your retirement unfolding – where you plan to live, what you plan to do, and major expenses you anticipate, such as your grandchildren’s education or a major trip.