Retirees

Who

  • Age 65 and over
  • Increased Net Worth
  • No longer working or working part time

Priorities

  • Mortgage is paid off
  • Little to no debt
  • Review pension arrangements
  • Staying on budget (Download our app!)
  • Living off savings
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Long Term Care
    • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
  • Estate Planning

Useful Articles for Retirees

Ontario Budget 2018

The 2018 Ontario budget features a number of new measures and billions of dollars of enhanced spending across the spectrum, as announced by the province’s Finance Minister, Charles Sousa. Read on for some of the key proposals.

Long Term Care Insurance

/
Did you know that your changes of living to 100 years old are better than ever? While living a long life may be seen as a great gift, we also need to be prepared financially to pay for your future long-term care needs.

Shared Ownership Critical Illness

/
Shared Ownership Critical Illness offers business owners and incorporated business professionals a way to access the retained earnings in their corporation or provide benefits to a key employee. Talk to us to see how we can help you.

Understanding the difference between interest, dividends and capital gains

/
The difference between interest, capital gains and dividends can be difficult to understand, we outline the difference and what actually ends up in your pocket after tax.