We Help Manage Your Retirement Income


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Protect Your Retirement

People often focus exclusively on how to save enough money for retirement.  It is not as often that people consider all of the challenges they’ll face when actually managing their income once retired. We know that our clients could be enjoying many, many years of retirement and will need a plan for managing their savings to ensure they don’t run into problems with volatile markets, the increasing cost of living, or rising taxes.  

Solutions that can help you manage your income in retirement include:

Available Services:
• Investment Planning
• Retirement Planning
• Estate Transfer and Equalization

Available Plans and Products:

• Registered Retirement Income Fund (RRIF)
• Tax Free Savings Accounts (TFSA)
• GIC/Term Deposits
• Life Income Fund (LIF)

    Ask Us How We Can Help