Retirement Planning

In order to achieve your retirement goals, you need to have a plan. Whether you are focused on the investment component of your retirement plan or want to know more about how to maximize family resources, there are simple, very effective methods to reduce and defer tax on investments, split income, enhance after-tax growth of wealth, and preserve accumulated capital. Through a comprehensive review and the use of our sophisticated planning software, you can have a clear picture of what can be done starting today to help you attain your retirement goals.

Here are some resources to help you get started in the retirement planning process:

Take Charge of Your Retirement Workbook

Retirement Expense Worksheet

What are your potential retirement income sources?

RRIFs – Tips and Considerations

RRIF Payout Schedule

Caregiving in Canada

Helping Adult Children Communicate with Their Aging Parents