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.