Planning for Retirement
Do You Have a Plan?
Having a personalized plan in place is the most important step in preparing for retirement and building a proper plan involves more than just saving through your years of employment. A few
of the items you must also consider are:
Sources of Income in Retirement
- Company pension plans
- Government benefits (CPP & OAS)
- Non-registered investments
Expenses in Retirement
- General living expenses
- Travel expenses
- Vehicles purchases
- Healthcare expenses
Taxes in Retirement
- Registered vs. non-registered investments
- OAS clawback
The link below is a private and secure tool that will help you better access your financial picture and the next steps.
Upon completion, a basic report will be generated which will help you in your assessment.
To better understand the report, or to take the next step in ensuring you have a proper plan in place, contact us.