Retirement Planning

Retirement Planning

Retirement planning is a critical component of any financial plan. We help our clients project the amount of money they will require to live comfortably during their golden years. The younger you are, the easier it will be to save for retirement, but it is never too late to start. We’ll assist you in determining which types of retirement vehicles are best suited and how much income you can expect to receive from each.


Through Assante Capital Management Ltd., we are able to provide the following:

  • RRSPs
  • LIRAs
  • RRIFs
  • LIFs
  • TFSAs

Through Assante Estate and Insurance Services Inc., we can provide guaranteed retirement products such as:

  • Annuities
  • Variable Annuities (i.e. Manulife IncomePlus, SunWise Essentials Series)
  • Segregated funds 

A description of the key features of the applicable individual variable annuity contract is contained in the Information Folder. Any amount that is allocated to a segregated fund is invested at the risk of the contract holder and may increase or decrease in value. Product features are subject to change. Insurance products and services are provided through Assante Estate and Insurance Services Inc.


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