Retirees

I’M RETIRED, WHAT DO I NEED TO DO?

Retirees

Who

Priorities

Who

Age 65 and over
Increased Net Worth
No longer working or working part time

Priorities

Mortgage is paid off
Little to no debt
Review pension arrangements
Staying on budget (Download our app!)
Living off savings
Reducing income tax
Taking care of the “What-ifs?”
- Long Term Care
- Premature Death
Make a will
Consider powers of attorneys
Making sure health insurance is adequate
Estate Planning

Learn More

Latest News

TFSA or RRSP? 2019

One of the most common investment questions Canadians ask themselves today is, “Which is better, TFSA or RRSP”? Here’s the good news – it doesn’t have to be an either or choice. Why not do both? Below are the features…

Fall Prevention Series – Part 3 – What to do After a Fall

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What does the New Year hold for mortgage rates?

Here’s an article that I came across in the Globe and Mail that I wanted to share which talks about Bank of Canada trends and what it might mean for mortgage rates heading into 2019. Let me know your thoughts….