Your Retirement is Longer, and Your Preparation Time is Shorter
Naturally, retiring early raises a flurry of financial questions, which can come as a shock when your focus for so long has been earning and saving. Suddenly, you need your wealth to last for the next 20-40 years, and you can see no clear path to that end. Our specialty is providing that clarity through a custom, detailed retirement plan.
Some of the questions we help answer through a clear plan:
What Can You Do With a Plan That Adapts to Your Life?
- Live your life and leave your legacy.
Before we provide any investment recommendations, we start with a detailed projection of your cash flow through retirement so that we can help you maintain your lifestyle while preserving wealth for the next generation.
- Generate the income you need.
When your portfolio is built according to the needs and goals of your financial plan, it can also be made to adapt to the changes in your life.
- Weather all storms.
An important part of developing resilient, adaptive plans for your wealth is managing risk. Within our integrated planning approach, we work to mitigate all forms of risk, from market volatility to personal liability.
Who We Serve
Many of our clients are professionals who have retired from or are planning to retire from the following companies:
"It's been great working with a team with so much experience in pensions and retirement. They helped my wife and me visualize what we really wanted out of retirement and showed us all the steps to make it a reality."
"The possibility of early retirement created lots of questions and concerns for my wife and me. Should I take my pension as offered by my company, or should I cash it out and mange it independently? What would my tax situation look like, and when should I take CPP? Would we have enough money to allow us to meet our goals, and would our money last? Huge decisions that have to be right. Jen worked with us to develop a plan that has allowed us to move forward in retirement with confidence. Working with a professional as knowledgeable and strategic as Jen was the beginning of our very successful retirement."
"I've worked with Jen and her team for over 14 years, and I would highly recommend her services to anyone at 3M who's thinking about retirement. She understands 3M's pension and benefits and brings it all together into one cohesive plan. She also takes a very personalized approach and this, together with her depth of knowledge, has helped me meet my goals."
"There seems to be a shortage of good planning in this industry. The fact is, only a detailed plan with proper maintenance can reflect reality over time. Our aim is not to predict, but rather to build custom solutions and adapt them to the shifts in your life."
Vice-President, Investment Advisor
Get in Touch with Our Team
If you have questions about your retirement, your wealth or your investments, feel free to get in touch with us by filling out the form below or calling our office.*Required fields