Wealth Management for Retirees

The reality of retirement finances can be stressful. Whatever your vision, we have the knowledge and expertise to help you plan and get the most out of your retirement.

Retirees investing for income

For retirees, our approach is to focus on income generation. When putting your plan together we are focused on generating as much tax efficient income as is possible from your portfolio, so we can point to that number and answer the magic question “How much can I withdraw without touching my principal?”

Putting the pieces together for your retirement

While your retirement portfolio is key to long term retirement enjoyment, there are other income sources to consider as well. We will work with you and your tax advisors to ensure that you are getting the most out of your employer pension, government pensions, and portfolio. On a regular basis we will re-evaluate our plan with you, to ensure that as the years go by, we are accounting for changes in your life.

Plan for tomorrow, enjoy today

Retirement is a time to enjoy after a long career, you deserve to indulge in your retirement without anxiety about what the future holds. We take the time to collaborate with you to create a forward looking estate and giving plan. Whether you plan to have your final cheque to the undertaker bounce or leave a nest egg to your family and favourite charities, we'll work together to assess your goals and determine the right solutions for you.