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
Through the back door to bigger retirement savings
Infographic: Navigating Medicare
The psychological side of spending your retirement savings
Maintaining income after retirement
- Bonnie Cyre
- 198 Island Hwy E #216 PO Box 220, Parksville, BC V9P 2G4
- T: 250.954.2474
- TF: 833.954.2525
- Map & Directions
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Raymond James Ltd. is an indirect wholly-owned subsidiary of Raymond James Financial, Inc., regulated by the Canadian Investment Regulatory Organization (CIRO) and is a member of the Canadian Investor Protection Fund.
Securities-related products and services are offered through Raymond James Ltd.
Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member of the Canadian Investor Protection Fund.
Raymond James Ltd.’s trust services are offered by Solus Trust Company (“STC”). STC is an affiliate of Raymond James Ltd. and offers trust services across Canada. STC is not regulated by CIRO and is not a Member of the Canadian Investor Protection Fund.
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