Preparing for Retirement

Who

  • Age 55 to 64
  • Preparing for retirement
  • May have adult children
  • Increased Net Worth

Priorities

  • Almost done paying mortgage
  • Little to no debt
  • Retirement savings is top priority (Download our app to see if you’re on track)
  • Staying on budget (Download our app!)
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Critical Illness
    • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate

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Federal Budget 2017 Families

Finance Minister Bill Morneau delivered the government’s 2017 federal budget on March 22, 2017. The budget expects a deficit of $23 billion for fiscal 2016-2017 and forecasts a deficit of $28.5 billion for 2017-2018. Learn what the budget means for families.

Corporate Estate Bond

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With the end of the year approaching, it's a good time to look at ways to improve your tax position for 2016. To help you with this, we have prepared a checklist. As always, please consult us prior to implementing any of these strategies.

Year End Tax Tips

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With the end of the year approaching, it's a good time to look at ways to improve your tax position for 2016. To help you with this, we have prepared a checklist. As always, please consult us prior to implementing any of these strategies.