Retirement Planning

Helping you build peace of mind for the future.

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Plans to help save for retirement

Retirement is a brand new chapter filled with both nerves and excitement. It is your opportunity to enjoy what you’ve worked hard throughout your career to achieve.

Canadians are living longer, and living healthier, and we can help you ensure that you have sufficient funds to enjoy your post-career years without financial stress or burden.

Whether you’re close to retirement or in the early years of your career, speak to our team of specialized advisors. We will help you create the retirement package that best suits your needs, objectives, and long-term goals.

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

  • Flexibility to grow with your life and your career
  • A focus on capital preservation through retirement-geared investments
  • Government benefits maximization to ensure you keep what’s yours
  • Maximizing your income tax credit from Canada Revenue Agency
  • Lowering your overall family tax rate through income splitting
  • Tax planning strategies
  • Risk management
  • Creating tax-free income

Our team of advisors take the time to understand what is most important to you and walk you through each step you need to take to turn your retirement dreams into a reality. Speak with one of our expert advisors today.

Contact Cowan Financial Solutions

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.

Why partner with Cowan Insurance Group?

Expert advice

Someone who specializes in personal insurance will call you directly. Our expert advice means you will speak to the right person the first time.

Custom Coverage

Custom coverage specifically built for you means that Cowan will take the time to learn about your insurance needs.

Our Promise

Cowan is Canadian owned and independent. Your satisfaction is the only outcome we accept. Our clients are at the heart of everything we do and we care about what you care about.

Contact us

Speak to a Cowan consultant today about how they can help you plan for a better future.

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