Retirees and pre-retireeslooking to live comfortably

Retirement should be a most enjoyable and fulfilling time of your life – and with the right financial guidance, we believe it can be. Please reach out to us today for a confidential call, virtual appointment or meeting to see if we’re the right fit to help you on the next steps of your journey.

Our retirement planning services include:

  • Pre-retirement checklist
  • Retirement income planning
  • Discussing pros and cons of when to take government benefits like Canada Pension Plan (CPP) and Old Age Security (OAS)
  • Legacy planning
  • Tax planning
  • Estate distribution strategies
  • Facilitating family meetings to discuss sensitive topics
  • Homecare and helping you or your family plan where you will live

Our estate planning services provide access to specialized experts who can help you understand and decide whether to implement strategies such as:

  • Creating valid and current wills for all adults in the family
  • Evaluating insurance coverage
  • Understanding ownership structures (i.e. the use of Joint Tenancy agreements)
  • Realizing advanced estate-planning opportunities (i.e. the use of Living Trusts)
  • Planning charitable gifts
  • Professional trustee services

Watch Pam Katunar on The Wealthy Life as she discusses 3 Things You Need To Do Before You Die

Pam Katunar on The Wealthy Life as she discusses 3 Things You Need To Do Before You Die

Please reach out to us today to book a confidential meeting or to request a copy of our handy Estate Planning Reference Guide!

We’re here to help.