Retirement Planning

We find that for many of our clients the biggest financial concerns they have relates to the questions of :

1. When can we retire ?
2. Will we have enough assets and income ?
3. What effect do our plans have for our estate ?

With our detailed analysis we would gather information related to a person’s assets, liabilities and pensions. The client has to guide us on what their living expenses will be in retirement.

From that we look at what potential risks one could be exposed to that might affect their plans. Such things as inflation, market volatility and unplanned health care expenses would be risks that we would look at.

Through our analysis we would make recommendations on investment and income strategies along with what additional savings may be required to meet their goals.

We would also look at any tax strategies that will be effective to help accomplish their goals.

Elder Planning Counselor (EPC)

The Elder Planning Counselor designation is awarded to those who have demonstrated proficiency in all relevant programs about seniors’ issues, including aging, health issues, financial planning considerations, long term care as well as end of life issues. The EPC is the Canadian professional development standard for elder education.

Our associate, Kim Gibson has achieved this designation.

 

Retirement Planning

We find that for many of our clients the biggest financial concerns they have relates to the questions of :

1. When can we retire ?
2. Will we have enough assets and income ?
3. What effect do our plans have for our estate ?

With our detailed analysis we would gather information related to a person’s assets, liabilities and pensions. The client has to guide us on what their living expenses will be in retirement.

From that we look at what potential risks one could be exposed to that might affect their plans. Such things as inflation, market volatility and unplanned health care expenses would be risks that we would look at.

Through our analysis we would make recommendations on investment and income strategies along with what additional savings may be required to meet their goals.

We would also look at any tax strategies that will be effective to help accomplish their goals.

Elder Planning Counselor (EPC)

The Elder Planning Counselor designation is awarded to those who have demonstrated proficiency in all relevant programs about seniors’ issues, including aging, health issues, financial planning considerations, long term care as well as end of life issues. The EPC is the Canadian professional development standard for elder education.

Our associate, Kim Gibson has achieved this designation.