The 10-15 years prior to retirement can be some of the most enjoyable but demanding on your time and financial resources. Dan will help you determine your retirement lifestyle goals and what you need to do to create & protect wealth to generate a predictable, tax-efficient income in retirement.
Planning for retirement while living life along the way takes some time and expertise. This is where Dan can help…
Dan helps clients prioritize financial goals and uses proven tax-efficient strategies to put your cash flow to work creating wealth and reducing debt while you enjoy this great period in your life.
Prior to retirement, Dan will help you determine your retirement lifestyle goals and what you need to do to create & protect wealth to generate a predictable, tax-efficient income in retirement. Then we’ll take the steps to protect your family and estate and address how you want to leave your personal legacy.
How much is enough?
That’s a good question.
Lots of us depend on a pension from our employer but very few of us understand what the annual pension statement says. We can help you interpret the formulas for your pension so there are no surprises later in life.
Without a pension, our retirement may depend on RRSP contributions, deposits to the new Tax Free Savings Account or borrowing to invest strategies. If you’re in business or own a farm, it may depend on the sale of these assets. Or you may be depending on the income from rental properties you own.
But do you know if you’re going to have enough to retire at 55?....60?....65?....70?.....ever?
And this is where we come in. By sharing information on your financial resources, we can help you determine how much you’ll need to retire and when. Then we can show you how to make up the difference and how to protect your retirement plan.