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Preparing for Retirement

Preparing for Retirement

Who's this for?
Benefits
Who's this for?
  • Age 55 to 64
  • Preparing for retirement
  • May have adult children
  • Increased Net Worth
Benefits
  • Almost done paying mortgage
  • Little to no debt
  • Retirement savings is top priority (Download our app to see if you’re on track)
  • Staying on budget (Download our app!)
  • Reducing income tax
  • Taking care of the “What-ifs?”
  • Critical Illness
  • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
Contact

Latest News

Life Insurance after 60- is it necessary?

You may have had life insurance for as long as you can remember. You knew it was important to make sure that your family would be taken care of and be able to pay their bills if anything happened to you.

But now that you’re over 60, your children are grown, and your mortgage is paid off, you may feel you don’t need life insurance anymore. However, there are some circumstances under which it may still make sense for you to have life insurance:

• You still have substantial debt.
• You have dependent children or grandchildren.
• You want to be able to leave a financial legacy.

Importance of a Buy-Sell Agreement

Working as a partnership between 2 or more individuals is never an easy task, and the situation only gets more complicated when one or more of them exits the business. Protecting not only the business, but your personal interests, as well as your family’s future are very important objectives for any business owner, and should not be overlooked.

Group Retirement Benefits

Working at an organization that offers a pension plan is one of the greatest financial advantages a Canadian can enjoy. Pension plans are designed to provide retirement income and help employees reach their retirement goals and for business owners- help retain key employees.