- 7 out of 10 Canadians do not have a Pension Plan today.
- Most Canadians will have only CPP/OAP to fund retirement
- #1 fear for Canadian 50 years of age and older is “Will I run out of money?”
- Most Financial Institutions leave consumers confused about where they are on the road to retirement.
Canadians control 3 variables with regards to their Retirement strategy and they are as follows:
- When will I retire?
- How much will I save?
- How much risk will I take with my investments?
Please take a few minutes to review a sample simulation that we tailor to each of our clients. Click here
If you would like to receive this type of information, please contact us here
By employing strategies to create efficient streams of income we can ensure continued standards of living using minimal resources. These strategies are tailored to each individual situation and require personal consultation and attention to detail.
There is no “one size fits all” approach and it is through ongoing discussions that plans take shape.
If this is the type of service that you require, please contact us here.
The tax efficiency of any Retirement Program can be the greatest value added that any advisor can provide to his client. The various approaches ensure the best “bang for your buck” and prevent the unnecessary repayment of OAS back to the Federal Government. This clawback can be prevented, but it is only through early implementation of income strategies in a Retirement Portfolio.
If you require additional information regarding Tax Efficiency, please contact us here.
