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Robert Caracciolo
Peter Denhamer
Chris Kemper
David Denoon
Elizabeth Mendelman
Jaymi Sidor
Peggy Lo
Amanda Miller

Tel: 403-261-9550

BMO Nesbitt Burns
525 8th Avenue SW
Suite 1000
Calgary, AB
T2P 1G1

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How am I Going to Retire?

Statistics suggest we will spend fewer years working than previous generations and that we anticipate longer, more active retirements. However, as retirement approaches you may rightly feel concerned about whether you have saved enough.

One couple in their late 40s - both income-earners who enjoyed their lifestyle - had been clients of mine for years before becoming concerned that they had not saved enough for retirement.

The first thing we did was prepare a detailed retirement analysis using BMO Nesbitt Burns sophisticated planning software. The results suggested that their dream of early retirement would not be possible unless some changes were made. We made some immediate investment decisions, and will continue to regularly review and update their investment portfolio and retirement plan.

The hardest part of retirement planning - determining what you want your retirement lifestyle to be - is often the most fun. This couple now looks forward to spending time at their cottage, golfing, and with their grandchildren. Once they knew where they wanted to be, it was a lot easier to plan how to get there.

Consider visiting the BMO Nesbitt Burns website: Solutions for your Needs to view case studies developed to help you understand the kind of retirement solutions BMO Nesbitt Burns can offer. Contact me directly at Robert Caracciolo or 403-261-9523 to discuss your personal situation.