Retirement is about more than savings. Your mortgage, your income, your protection and your savings all work together. As a Registered Retirement Consultant, I'll help you see the whole picture.
Every retirement looks different. These are the questions families ask me most.
We look at your savings, your expected income and the lifestyle you want, so you know what's realistic.
How your RRSPs, TFSAs, pensions and government benefits can work together as income.
Retiring with a mortgage changes your budget. We look at your options for your home and your debt.
Your RRSP must be converted by the end of the year you turn 71. We talk through your choices before then.
Making sure your partner is looked after, and that your plans hold up if something unexpected happens.
Life insurance can help pass on more to your family. For wills and estate documents, I work alongside your lawyer.
Your mortgage affects your cash flow. Your cash flow affects your savings. Your insurance protects what you're building, and your savings help prepare you for the years ahead.
My goal is to help you see how these pieces fit, long before retirement day.
We talk about where you are today and the retirement you picture.
I bring together your mortgage, savings, income and protection, and explain your options simply.
We check in regularly, so your plan keeps up with your life.
Book a free 30-minute discovery call and let's talk about your retirement.