Start With a Retirement Conversation
You do not need to have every question figured out before getting in touch.
Whether you are approaching retirement, reviewing an existing plan, seeking a second opinion on your portfolio, or making an important financial decision for your family, the first step is a simple conversation.
How We Can Help
Retirement Readiness Review
Discuss your retirement timeline, expected income, spending goals, investments, CPP, pensions and other planning priorities.
Portfolio Second Opinion
Review whether your current investment strategy continues to reflect your goals, time horizon, income needs and comfort with risk.
Family Wealth Planning Conversation
Discuss estate considerations, helping children or grandchildren, or how family priorities may fit within your broader financial plan.
What to Expect
- A no-obligation introductory conversation
- A meeting in person, by telephone, or through secure video conferencing
- A discussion focused on your questions and priorities
- A clear explanation of possible next steps
- No requirement to make a decision during the first conversation
Request a Conversation
Complete the form below and briefly tell us what you would like to discuss. One or two sentences is enough.
For the Subject line, enter one of the following:
- Retirement Readiness Review
- Portfolio Second Opinion
- Family Wealth Planning
- General Question
For example:
I am planning to retire in the next few years and would like to understand whether my income plan is on track.
Or:
I would like a second opinion on whether my current portfolio still fits my goals.
A member of the Van Alphen Advisory Team can contact you using the information provided.
Prefer to speak directly? Call the office at (250) 770-2116 or email Robert.VanAlphen@cibc.com.
