Retirement Counselling

Research conducted for the Investment Funds Institute of Canada suggests that 74% of investors with an advisor felt that they would have enough money to retire on, compared to just 53% who did not have expert advice. (Ipsos Reid, 2010). If you’re not working with a financial professional towards your retirement goals, how much is it really costing you?

No matter what stage of life you’re in; retiring soon, already retired, or just starting your retirement planning, we can help you plan for and enjoy a financially secure retirement.

Having a Retirement Plan in place will give you a sense of comfort, and keep you focused on your goals. Canadians who lack a written Retirement Plan are often disappointed when they realize there will be a gap between their finanical needs in retirement, and their income from investments. Many people, unfortunately, believe that Old Age Security and Canada Pension will be sufficient to meet their needs in retirement.

Have a vision today of what retirement looks like for you. Our role is to help you make smart decisions today that will help realize your vision.