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Suzy Brown
Carolyn Bate
Priscilla Ncube
Jacqueline Tang

Tel: 416-359-4500

Address
1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3
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Retirement Planning

Retirement is being redefined. We find it is often more a discussion of the next phase in a client's life, rather than a full stop from the traditional working world.

We work with clients to help them identify how they want to live the next stage of their lives in a way that is fulfilling and meaningful to them. We then undertake a detailed financial review of your current investment program to determine how it can meet those goals.

We help clients answer:

Will I have enough resources to accomplish my goals? Retirement Planning.

How can we maximize our resources? Pension Income Splitting Provides Tax Planning Opportunities for Couples.