Financial Planning for Retirees & Pre-Retirees
When can I retire? Will my money last?
How should I draw income?
What happens if markets change?
How do taxes and my estate planning fit together?
As retirement approaches, your financial decisions become increasingly connected. At YourLegacy.ca, we bring together retirement income, investments, tax considerations, insurance and estate planning to help you understand where you stand, identify potential gaps and make informed decisions about the years ahead.
Will Your Retirement Income Support the Life You Want?
Retirement changes how you think about your money. Instead of focusing primarily on building your savings, you're considering how to turn what you've accumulated into income that supports your lifestyle.
When should you start collecting CPP and OAS? How should you draw from your RRSPs, RRIFs and investments? What happens if your expenses change or you live longer than expected?
We help you look at these decisions together, understand how they may affect your financial future and explore strategies that reflect your goals.
Let's Talk About Your Goals