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Scot McLeod
Kurt McLeod
Fazula Grosh
Sandy Hajar

Tel: 780-945-5230

Address
800 Manulife Place
10180 - 101 Street
Edmonton, AB
T5J 3S4
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Retirement Planning

If you’re like most of us, you dream of a secure and comfortable retirement, but are unsure that you’re on track to achieve it. The best way to make that dream a reality is to start planning now.

Canadians’ retirement goals are as diverse as our country. But no matter how simple or grand your retirement dreams may be, it will take careful planning to bring them to life. You can do that with the help of a BMO Nesbitt Burns Investment Advisor.
 
How Can We Help

At BMO Nesbitt Burns, we’re retirement experts. We know that anyone planning for retirement today faces unique challenges. Today’s boomers are not only looking at funding a long retirement as life expectancy increases, many will also face challenges such as rising medical costs, and the absence of guaranteed workplace pensions enjoyed by previous generations.

We know that you expect more from your retirement stage of life, and we’ll work with you to understand your own vision of retirement. Do you want to retire early, before 60? Or perhaps, like more and more of us, you are looking to ease into retirement by gradually decreasing your work time, or working part time beyond the traditional retirement age. Whatever your vision of a comfortable retirement may be, you’ll get the guidance and reassurance you need from your Investment Advisor.
 
Your Customized Plan

Using sophisticated planning tools and professional expertise, your Investment Advisor can create a clear picture of your retirement finances. We can show you whether you’re on the right track to saving and investing for a retirement that could last 25 to 30 years or even more.

Your Investment Advisor will create an individual wealth analysis that reflects your retirement lifestyle goals, your financial objectives, your current and future financial circumstances and your potential to save and invest. You’ll have a comprehensive picture of your current and future sources of income — including government programs, company pension plans, RRSPs, employment income and investments. We will even factor in the future impact of inflation and taxes.

Once we have a clearer picture, your Investment Advisor will work with you to devise a saving and investment strategy that will allow you to achieve your wealth management objectives, including retirement.
 
Putting Your Strategy to Work

Your Investment Advisor will show you how to take maximum advantage of tax-effective registered savings vehicles such as RRSPs. Beyond RRSPs, you and your Investment Advisor can explore other ways to build your wealth.

Your Investment Advisor can access products and services from across the BMO Nesbitt Burns and BMO Financial Group network that will put your strategy to work. And as you move through life, your Investment Advisor will show you how to protect and preserve the retirement wealth you’ve built.

To get started on building a personalized retirement plan, contact me.

You can also visit the BMO Retirement Institute to further explore the insights that BMO Nesbitt Burns can bring to your retirement wealth planning.