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.

Retirement Planning 

Inflation and Retirement Income — Estimate how much more income you will need at retirement to maintain the standard of living that you have today. 

Will the Money Last? — Estimate how long your retirement savings will last if you make regular, annual income withdrawals and factor in inflation. 

RRIF Payment — Calculate your RRIF payment and see how long the funds with last. 

TFSA vs RRSP — Find out how your marginal tax rate, and whether you invest or spend your RRSP tax refund, affects the growth of your TFSA or RRSP.