Are you saving enough for retirement? 

Or are you doing DIY without knowing what’s waiting for you in the future?

Book a free consultation today to know if your retirement plan is adequate and inflation-adjusted or if you need to augment your goal with any of the following savings tools: RRSP, TFSA, Insured Retirement Plan, or Individual Pension Plan. Then, get your retirement plan back on track today.

Case studies

The following case studies illustrate savings goals under different conditions and the recommended solutions. See which of the case studies resonate with you and schedule a meeting today with one of our advisors to design a unique plan that matches your objectives.

Case #1: Alyssa is a successful business owner. She is on track to pay off her mortgage before she retires and has recently paid off her car loan. In her free time, Alyssa volunteers at her local senior’s center. Alyssa wants to start putting money away for retirement and a rainy day. What should she do?
Case #2: Leona is 70 and is recently retired. She enjoys volunteering at the local food bank and supporting her local animal shelter. Leona receives a modest pension, collects Canada Pension Plan (CPP) and Old Age Security (OAS), and has set aside some extra savings in a Registered Retirement Savings Plan (RRSP) over the years. Leona is worried about paying tax on her income now that she is in retirement. What options are available to her?
Case #3: Darren recently moved from contract to full-time employee with his employer. Darren’s dad told him to consider a savings account now that he is earning more money. However, Darren feels he is too young to start worrying about saving. At age 25, Darren feels he has tons of time.
Retirement plan, RRSP, TFSA, Insured Retirement Plan, IRP, Financial Plan, RSP, Financial Planning
Retirement plan, RRSP, TFSA, Insured Retirement Plan, IRP, Financial Plan, RSP, Financial Planning
Retirement plan, RRSP, TFSA, Insured Retirement Plan, IRP, Financial Plan, RSP, Financial Planning

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