Retirement Income Planning

Personal retirement savings, employer pension plans, non-registered investments, CPP and OAS generally form the basis for most retirement income plans. All of these areas will be addressed, and recommendations will be made based on your retirement goals, your current (and likely future) tax status, your family situation and your risk tolerance. We will consider the integration of government-sponsored income plans with your personal portfolio in order to structure your retirement income in the most efficient manner possible.