Retirement Plan – Included in your financial plan will be a comprehensive retirement plan.
Income Streams – We will work together to ensure that you are receiving the maximum income required to fund your retirement in the most tax efficient manner.
Clawbacks – No one wants to have their Old Age Security income reduced when this can be prevented. We will implement strategies to ensure that you receive the income you have earned and deserve.
Reducing the “Tax Bill” – Only 2 things are certain in life, Death and Taxes. This does not mean we cannot reduce the income taxes we pay by using important tax reduction strategies.
Lifestyle Planning – The famous line “What are you doing after work” is what we will discuss as we approach the retirement years.
Certified Senior Advice – Keeping up with the changing and growing needs of seniors allows our team to be a great resource that we can put to work for you.