Preparing for Retirement

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

Related Articles for Preparing for Retirement

Ontario Budget 2017

Ontario Finance Minister Charles Sousa delivered the province’s 2017 budget on April 27, 2017. Learn what the budget means for small business owners and individuals.

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

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

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.