Your Retirement Plan will help you decide the age and income at which you’ll be able to retire.
Using sophisticated retirement planning calculations, we take into account all forms of your current income, retirement assets and projected rates of return, plus the effect that inflation will have on your future purchasing power. By using realistic assumptions, we ensure that your retirement plan results are truly meaningful. Together, we’ll create a plan that is not just an exercise, but a road map to successfully attaining your retirement goal.
We then help you understand where you currently are in relation to your goal and your ability to meet it with your existing investment activities. If you’re not on track for your goal, we will either work with you to modify your plan or recommend strategies that will help you accumulate the additional capital needed to cover the shortfall.
Once the plan is outlined, we’ll help you implement it with current and recommended funding strategies, as well as our careful analysis of the most appropriate vehicle(s) to use for funding your goal (Registered Retirement Savings Plan (RRSP), Non-Registered Account, Individual Pension Plan, Retirement Compensation Arrangement, Conservative Leverage Account, etc.).
