Investment Services

My Easy Retirement

My Easy Retirement

Let’s talk about the elephant in the room.

Where are you on the retirement readiness spectrum?

Are you someone that worries about it constantly but are in paralysis as far as plans are concerned?

Are you perhaps great with your intentions and not quite the same with executing the plans you’ve got in your head?

Have your circumstances changed recently, either for the better or as a setback, making your plan for the future less than relevant?

Wherever you are with your plans, we can help. We’ll help break down the retirement dilemma into smaller, bite-sized pieces. The amount you really need is not always the scary figure that makes the headlines on the viral articles! It depends on your current circumstances, the kind of lifestyle you want, the number of dependents you may have, and much more.

Our team combines tax and estate planning to help you make the most efficient use of your assets in retirement. Whether you want to start thinking about it in your 30’s, nearly retired, newly retired or fully retired, we’ll create a written income plan that soothes the tax bite on your retirement income over time and gives you peace of mind.

2018 Money Fact

For a detailed look at annual CPP benefits, 2018 Federal marginal tax rates and OAS pension clawback limits, please refer to the following link.
View the Money Facts 2018

IPC Special Report

Did you know that RRIF withdrawal limits have changed? How does this affect you?
Read more


Take Control of your Retirement Income

What should you be thinking about when planning your retirement strategy?

Dive a little deeper into the factors affecting the retirement income landscape in Canada. Learn what you should consider when building your plan and discover how we can craft a strategy that works just for you.

Read more about the landscape and how you could be getting ahead in your planning.


 

What you should be thinking when planning your retirement strategy?

Take Control of your Retirement Income

View our infographic

There are a number of things you need to make sure you’re aware of when it comes to planning for your retirement.

The impact to your retirement plan from government and market changes.

  • What sources of income can you expect?

  • How much retirement income will you need?

  • What sort of retirement lifestyle can you expect?

  • When will you be able to retire?

For a quick overview of what you need to know in order to properly plan for your retirement, take a look at our latest infographic.


 

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