Our Process
Retirement & Estate Planning Process
My planning process is comprehensive and thorough and will address all you concerns and issues including:
Retirement
- Do I have enough money to live on?
- Will my money last my entire life?
- Can you help me understand my company and government pension plans and options?
- Am I paying too much in taxes?
- Am I appropriately invested for this stage of my life?
Estate
- How much tax will my estate pay?
- Can I disinherit CRA (Revenue Canada)?
- How can I maximize my donation?
- How can I protect the money I leave to my children and grandchildren?