Tel: 613-547-5214

Address

BMO Nesbitt Burns
67 Brock Street
Kingston, ON
K7L 1R8
Map

Contact Us

Commentary

The Expanded Retirement Dialogue


Our client surveys conclude that many of you want help building financial strategies for retirement, including a transition period between full employment and full retirement.

The expanded retirement dialogue is a broadening of the planning conversation and includes your thoughts and feelings about the past, present and future, and your family, community and the wider world.

This conversation is all about you, with your needs and objectives first and foremost. It helps us better understand you, your dreams for the future and your hopes and fears. Understanding what’s important to you helps us identify the real issues and gaps in your plan, including the things that you may not have thought about before. This also assists us in implementing an appropriate plan of action to prepare you as you move through various life transitions.

To prepare for the expanded retirement dialogue, visit our website at www.bmo.com/regeneration and review the checklist, sample cases and transition illustrator. When you are ready to begin, please contact me directly: Pierre Gaumond (613) 547-5214




Don’t Leave Your Finances and Investments to Chance in the Event of Incapacity.


How will your investments and financial affairs be managed if you become ill and/or are unable to give instructions or complete transactions? A power of attorney for property ensures that the person you choose will have the authority to make decisions about your finances, without delay and additional legal costs. A power of attorney for property is usually a simple document, often prepared in conjunction with your Will. It should be prepared by a lawyer (in Quebec it can also be prepared by a notary).

To learn more please contact me directly for your copy of "A Guide to Granting Powers of Attorney".


For more information or to arrange an appointment, please contact me: Pierre Gaumond (613) 547-5214