Preparing for Retirement

I’M ABOUT TO RETIRE, WHAT DO I NEED TO DO?

Preparing for Retirement

Who

Priorities

Who

Age 55 to 64
Preparing for retirement
May have adult children
Increased Net Worth

Priorities

Almost done paying mortgage
Little to no debt
Retirement savings is top priority
Staying on budget
Reducing income tax
Taking care of the “What-ifs?”
- Critical Illness
- Premature Death
Make a will
Consider powers of attorneys
Making sure health insurance is adequate

Learn More

Latest News

Extended! Canada Emergency Wage Subsidy extended beyond June

On May 8th, Prime Minister Justin Trudeau announced that they will extend the Canada Emergency Wage Subsidy (CEWS) beyond June.

75% Commercial Rent Assistance Program

On April 24th, the Federal Government in partnership with the provinces and territories unveiled the Canada Emergency Commercial Rent Assistance which provides rent relief to businesses.

$1,000 BC Emergency Benefit for Workers applications start May 1st

On May 1st, the BC Government will start taking applications online for the BC Emergency Benefit for Workers. Telephone applications will start on May 4th but it is strongly recommended that you apply online as they anticipate high call volumes. This benefit provides a one time payment of $1,000 to residents of BC whose ability to work has been affected due to COVID-19.