Retiree

Some people think that once they are retired it is too late to do much about their financial affairs. In reality, this is the stage where a sharp financial strategy could have a huge impact. In retirement you must worry about clawbacks of government payments, deregistrating your RRIF savings, estate planning issues, and many more details impacting your finances. A key element of retirement financial strategies is reducing the worry associated with your financial affairs. This is where we can help. We will assemble an investment and cash flow management plan tailor-made to fit you.