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Retirement Income Planning

Financial Planning, Retirement

Executive Summary Many client-advisor relationships are focused almost exclusively on amassing wealth. It makes perfect sense – people want to preserve and grow their wealth in order to afford their preferred lifestyle and save for the future. However, once the future...

Retirement Income

Financial Planning, Retirement

Executive Summary When establishing the best strategy to access retirement funds, it is vital to determine a few important points: What is your estimated cost of living goal for the first year of retirement? What are other sources of income you expect beyond your...

Melting Down RRSPs

Retirement, RRSPs

Executive Summary If you’ve been a good saver and contributed religiously to your RRSP, you should be rewarded with a sizeable six or seven figure RRSP that would make your retirement that much more enjoyable. The only issue now is – how do you get the money out of...

Insurance & Retirement

Life Insurance, Retirement

Executive Summary Preparing for the eventual transfer of assets between generations has been the traditional purpose of life insurance. Over time and with innovations in the insurance industry, life insurance has evolved to also include wealth creation, and income...