Retirement should be a wonderful time, but is often met with stress.
We hear questions from our clients on a daily basis, such as;
"How much will I need to retire?"
We can help you through the maze of choices and opportunities and help guide you on your path.
"Have I been contributing enough to have a comfortable retirement?"
"Should I take CPP early? Later? "
What we can do for you:
- Budget and goal setting
- Debt management
- Tax efficient and diverse investment strategies
- Retirement planning
- Estate and legacy planning