A great retirement starts with a great plan

Regardless of your age, you should be saving and investing for the years you will spend in retirement. You should also think about what you want to do before then. What do you want to accomplish before retirement? What do you want to maintain or do differently during retirement?

 

For each person, the best retirement plan will mean something different. What is important is to have a plan even if it is likely to change over time. Setting a goal for how much you will set aside for retirement savings, how much you will donate to philanthropic causes, and how much your family needs to have the lifestyle you want for them will help you set the stage for a successful retirement.

 

Talk to us about your plans and goals so you can work towards the retirement plan that works for you.

 

During your working years, we will:
 

  • Take a holistic look at your goals and set up a personalized strategy to help you achieve them.
  • Analyze your expected sources of income, longevity expectations, and lifestyle.
  • Make the most of your unused RRSP contribution room.
  • Help you determine when you can afford to retire.
  • Consider opening a Spousal RRSP, which can achieve big savings down the road.

 

Bridging the gap between generations.

We help families like yours with some of the most emotionally charged decisions you’ll ever have to face – from the care of a loved one, to the planning and execution of your estate.

 

Whether it’s paying bills, managing property, selling international assets, or liaising with beneficiaries, we work together to simplify the inherent complexities of wealth, crafting professional, collaborative solutions that ensure your family is protected today, and always.

 

The first stage of estate planning is preparation. We listen to you and create a comprehensive plan that sets out how you will transition your wealth. We also offer guidance on tax strategies to maximize your family’s wealth over time, managing assets, setting up trusts, and developing estate plans that cross jurisdictions.

 

 

 

We help you answer some common questions such as:

  • How will my wealth and possessions be distributed?
  • Can I preserve even more of my wealth for my heirs with a trust fund?
  • How can I ensure that my financial and digital assets, mementos and heirlooms are easily located?
  • How can I make things easier for my loved ones during what may be a difficult period?
  • Who will ensure that my ultimate wishes are carried out after my death?