You have spent your working life accumulating wealth. Now you are getting ready to move to the next phase, which will involve a fundamental change in how you view and manage your wealth. 


We can help you address several realities:

  • Canadians are living longer than ever – many into their 90’s – increasing the risk that you may outlive your money, making the task to maintain your lifestyle more difficult.

  • The timing, or sequence of returns throughout your retirement can have a significant impact on the success of your planning.

  • Strategies for reducing your tax bill over time will make your money last longer.

  • Your ability to leave a legacy depends on a well-thought-out plan.

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Strategies & Insights