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

A Breath of Fresh Air: Creating a Smoke-Free Reality

A nagging cough. Constant fatigue. Smelly clothes. Empty pockets. These are just a few reasons why most people want to quit smoking. More importantly, Tobacco-related illnesses kill more than 45,000 Canadians a year, a fact that also pushes a number…

A Well-Structured Will

The Canadian income tax system is structured in such a way that taxpayers and their estates are often liable to pay significant taxes upon their death. These taxes can represent a large proportion of the value of the deceased’s estate…

TFSA or RRSP?

Lately, one question clients are asking me is whether they should contribute to a Tax Free Savings Account (TFSA) or a Registered Retirement Savings Plan (RRSP)? Personally, I really like the TFSA, however it doesn’t have to be an either…