Nurturing wealth so you can live a longer, better life in retirement

Nurturing wealth so you can live a longer, better life in retirement

Retirees now live longer, more active lives than at any time in history. It’s essential for your retirement plan to work for you, helping you enjoy the life you’ve envisioned while also mitigating risk that could make your nest egg vulnerable. We help pre-retirees and retirees overcome the challenges of a profound lifestyle change as they move out of the daily workforce.

Working together, we talk about what you need and want your money to do for you and assess the likelihood that you’ll be able to achieve your goals. If you have to make tradeoffs, we help you there, too, showing you how small compromises might make a big impact over the long term. We also talk about the things that concern you, and strategies to help alleviate those concerns. As your lifestyle changes, we update your financial plan to keep you moving in the direction you want to go.

We also strive to ensure that your wealth will pass in the most efficient way to your heirs and philanthropic endeavours through estate and legacy planning. With our help, you have a full range of resources at your disposal.

SOME OF OUR SERVICES INCLUDE:

  • Retirement Income Planning
  • CPP and OAS Optimization
  • Estate and Legacy Planning
  • Tax Planning
  • Distribution Strategies
  • Healthcare Planning
  • Long-Term Care Costs Planning