A great retirement starts with a great plan

Regardless of your age, you should be saving and investing for the years you will spend in retirement. You should also think about what you want to do before then. What do you want to accomplish before retirement? What do you want to maintain or do differently during retirement?


For each person, the best retirement plan will mean something different. What is important is to have a plan even if it is likely to change over time. Setting a goal for how much you will set aside for retirement savings, how much you will donate to philanthropic causes, and how much your family needs to have the lifestyle you want for them will help you set the stage for a successful retirement.


Talk to us about your plans and goals so you can work towards the retirement plan that works for you.


During your working years, we will:

  • Take a holistic look at your goals and set up a personalized strategy to help you achieve them.
  • Analyze your expected sources of income, longevity expectations, and lifestyle.
  • Make the most of your unused RRSP contribution room.
  • Help you determine when you can afford to retire.
  • Consider opening a Spousal RRSP, which can achieve big savings down the road.