Keith Donoghue and Laurie Laplante
Safeguarding your family’s financial future
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.
© 2021 CI Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. (“ACM”) and Assante Financial Management Ltd. (“AFM”).
ACM is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada.
AFM is a member of the Mutual Fund Dealers Association of Canada (“MFDA”) and MFDA Investor Protection Corporation.
www.mfda.ca
The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.