Retirees Protecting your assets for the long-term

After working for so many years, you’ve reached retirement. All these plans you’ve had over the years are now at your fingertips. With the longer lives most of us can anticipate, protecting your assets so you can fulfill your dreams is important. During this time, it is critical to safeguard your health and your wealth from risk.

To ensure that protection, we take the time to understand your goals and how you envision retirement. We can work with you to create priorities and develop strategies for your ‘must achieve’ list and for those ‘would be nice’ items.

Leaving a legacy, philanthropic plans and health issues might also become a concern as we age. We work with you on an ongoing basis to ensure your financial plan remains current with your life as it changes to reduce risk. Through our team and the support of the Raymond James resources, we can work with you to preserve your assets for the next generation through estate planning.

Enjoy your retirement while we do what’s needed to give you peace of mind.

In-depth retirement planning services include:

  • Retirement Income Planning
  • CPP, QPP and OAS Optimization
  • Estate and Legacy Planning
  • Tax Planning
  • Distribution Strategies
  • Healthcare Planning
  • Long-Term Care Costs

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 or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.