Our team makes use of interactive, integrated financial planning tools that take into account all sources of your income, required income, and tax planning – whether you’re planning for retirement, approaching retirement, or already retired.
These tools include:
- Registered Retirement Savings Plans (RRSPs)
- Registered Retirement Income Funds (RRIFs)
- Locked-in retirement accounts (LIRAs)
- Life income funds (LIFs)
- Deferred profit-sharing plans (DPSPs)
- Defined contribution pension plans
- Defined benefits plans
Many factors change and are influenced by Canadian government regulations, so we check back and monitor your portfolio regularly to reduce the possibility of unforeseen circumstances that could negatively affect your retirement planning and financial future.