Longevity Planning Planning for a long and enjoyable retirement

Healthier living and advancements in medicine mean many of us could spend 20 to 30 years in retirement or more. The assets you have accumulated and worked so hard for must last as long as you live. Many changes and unexpected circumstances can happen in that 20-30 year period.

"I've been a client of Matias' for 15 years. I've been very happy with his management of my investments. He's responsive and I have always felt he deeply cares about my future. He's got a good handle on the market and a great team.’ Client

There are some important questions we address with you to make your retirement dream come true and to ensure longevity for your financial planning.

HOW MUCH DO YOU NEED TO LIVE ON TO HAVE THE RETIREMENT YOU WANT?

WHERE WILL YOU LIVE?

HOW WILL YOU PROTECT YOUR HEALTH/?

IF YOU BECOME ILL, WHO WILL CARE FOR YOU AND HOW WILL YOU

BE CARED FOR?

WILL YOU STILL WANT TO OWN A VEHICLE?

DO YOU WANT TO TRAVEL AND HOW OFTEN AND WHERE?

DO YOU WANT TO LEAVE AN INHERITANCE?

DO YOU HAVE PHILANTHROPIC GOALS DURING RETIREMENT?

Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.

Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments

If a friend, family member, or family office has referred you to us, please email us at GrumWM@raymondjames.ca or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.

There is no assurance that any investment strategy will be successful. Investing involves risk and investors may incur a profit or a loss.

Investing involves risk and you may incur a profit or loss regardless of the strategy selected. Sustainable/Socially Responsible Investing (SRI) considers qualitative environmental, social and corporate governance, also known as ESG criteria, which may be subjective in nature. There are additional risks associated with Sustainable/Socially Responsible Investing (SRI), including limited diversification and the potential for increased volatility. There is no guarantee that SRI products or strategies will produce returns similar to traditional investments. Because SRI criteria exclude certain securities/products for non-financial reasons, investors may forego some market opportunities available to those who do not use these criteria. Investors should consult their investment professional prior to making an investment decision.