When thinking about retirement, it can be overwhelming to figure out all the numbers, such at what age you’re going to retire, how much money you need and how long do you need the money to last. We can provide you guidance on how we can help you achieve your retirement dreams.

Retirement planning can be a complex process for us all, but if you are the owner of a small business it may get even more complicated, due to the various factors and circumstances that you have to take into consideration. We can create a plan that makes sense for your retirement.

A registered retirement savings plan (RRSP) is a savings account which offers you a simple tax advantaged way to put money away for your retirement.

A registered retirement income fund (or RRIF) is usually opened when you transfer money from an existing RRSP. It is a type of savings account which has the advantage of providing you with a consistent and regular source of income in your retirement.

Health insurance pays for health costs that are not covered by the government such as prescription medication, dental, prescription glasses, physiotherapy, etc..

There are effective ways to manage your mortgage during retirement. We’ll work with you to come up with a solution.