Nurturing wealth so you can live a longer, better life in retirement
Retirees
We help focus your efforts to define YOUR retirement. This is an exciting chapter in life and we can provide the financial framework to determine when and where is the right time for you to retire. Each client has a unique situation; we work to help define the appropriate pension and tax strategies that will lessen the stress of retiring, helping you fulfill your retirement goals and objectives.
We can provide assistance in areas such as:
- Retirement forecasting
- Cash flow preparation
- RRSP rollovers
- Tax & Pension strategies
- Insurance services
Protecting your Social Security payout
Infographic: Five habits of 401(k) millionaires
Through the back door to bigger retirement savings
Navigating Medicare [INFOGRAPHIC]
The psychological side of spending your retirement savings
Retiree in training
- Bonnie Cyre
- 193 West 2nd Ave Suite 103 Qualicum Beach, BC V9K 2N5
- T: 250.752.8184
- F: 250.752.8154
- TF: 888.752.8184
- Map & Directions
- Map & Directions
Website legal disclaimers
Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc.
Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund.
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
© 2024 Raymond James Ltd. All rights reserved. Member IIROC / CIPF | Privacy Policy | Web Use Agreement
Please click on the link below to stay connected via email.
*You can withdraw your consent at any time by unsubscribing to our emails.