Retire in Comfort      

You work hard. So set aside retirement as your all-about-you time.

Retirement is a wonderful opportunity to enjoy life to its fullest-without the worry and headaches of finances. That’s why planning for your comfortable, secure retirement is a top priority for us.

In order to ensure your retirement years are everything you imagine, there are some key considerations to bear in mind whether your all-about-you time is just around the corner or still years away.

Determining when you or your spouse plan to retire, the lifestyle you desire, as well as the amount of income you’ll receive from private pensions and government plans is a good place to start. We know retirement planning can be tricky. And, as one of the most important investments in your life, we’re here to help.

Count on us to:

  • determine, through computer analysis, the amount of money you’ll need during retirement
  • develop a personalized plan to achieve your retirement goals
  • determine how much you need to invest to achieve your desired level of retirement income
  • select the best investments to help you realize your retirement goals, such as GICs , mutual funds and PPNs
  • determine what kind of insurance you need to maintain your  standard of living if your situation changes, such as disability insurance, critical illness insurance
  • ensure you and your plan stay on track with your goals or changing circumstances through regular meetings with you to examine your portfolio
  • factor in the cost of inflation

To see how your investment strategies add up over time, try out our Retirement Calculator

Website design Toronto Esimplified Canada