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.