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Golfers at Golf Course

Retirement Planning

We can build a retirement plan that can help paint a clear picture for each of your life stages, and more importantly, show you what your ideal retirement looks like – and how we get there. Retirement looks different for each person, which is why it is so important to understand what yours will look like, while also creating different scenarios based on your short, and long term financial goals. Although retirement may seem too distant to prepare for, or too soon to start – it is never a bad time to plan for your future.

When we begin to plan, we will start with your current net worth and add assumptions based on different life stages..  We will go over what is important to you, and prioritize those values to illustrate a truly unique retirement plan.

Current

Net

Worth

  • income fluctuations

  • investment returns

  • inflation

  • expenses

  • savings

  • debt repayment

P

L

A

N

By removing the guess work and stress of retirement;

we can provide peace of mind and help you understand what to expect. 

THE TOP QUESTIONS THIS PLANNING SESSION WILL COVER

  • How long will money last?  Am I going to be okay?

  • How much can I spend so I won't run out of money?

  • When should I take my government benefits (CPP and OAS)?

  • Which assets should I draw on first for income?

  • What is the earliest age I can retire, or can I retire by ‘XX’ age?

  • How much will be left for my children?

PRICING

INDIVIDUAL PLAN

$360/hr + HST

COUPLES

$360/hr + HST

starting at

EXISTING CLIENT REVIEW

$360/hr + HST

START YOUR RETIREMENT PLANNING TODAY!

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