Preparing for Retirement

Preparing for Retirement

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

Latest News

Extended COVID-19 Federal Emergency Benefits

Extended COVID-19 Federal Emergency Benefits

On Friday, February 19, 2021, Prime Minister Justin Trudeau announced an extension to:

– Canada Recovery Benefit
– Canada Recovery Caregiving Benefit
– Canada Recovery Sickness Benefit
– Employment Insurance