Retirement Planning

Retirement is a whole new adventure waiting to happen: the time when you finally get to enjoy what you’ve worked so hard to achieve. You may not be at that stage yet, but it’s critical to start planning early for your retirement so that you can enjoy it the way you envisioned.

We’ll help you build a comprehensive retirement plan that includes:

  • A written plan that evolves with life’s changes
  • Focusing on capital preservation (retirement geared investments)
  • Keeping what’s yours (government benefits maximization)
  • Taking advantage of what Canada Revenue Agency gives you (income tax credit maximization)
  • Lowering your overall family tax rate (income splitting)
  • Tax planning strategies
  • Risk management
  • Creating tax-free income

Turn your retirement dreams into a reality. Contact us today to get started.

Mutual Funds and Segregated Funds provided by the Fund Companies
are offered through Worldsource Financial Management Inc.
Other Products and Services are offered through
Cowan Insurance Ltd.