Retirement Planning

Canadians are living longer and healthier lives which is great news.  
Longevity, however, can also increase retirement-related anxiety.  
Wouldn’t it be great to look forward to your retirement rather than worry 
about how you are going to manage financially when you are no longer working? 
The key to this security is having a well-planned retirement strategy and sticking to it. 
Through the planning process you will determine, with the help of your advisor,  
how much income you will need to have the retirement you want. 
Once you understand your needs you can implement a strategy.


we offer various investment products, solutions and plan types 
designed to carry you through your investment life – 
from saving to receiving a regular retirement income – 
and all the goals in between.  
Whether you are starting out or closing in on retirement, 
I can help you find the solutions that meet your needs.​

Saving solutions We want to help make saving easy, so that your investment goals are always within reach.  We also understand that you want your hard-earned assets protected.
Income solutions Income investments are vital to investment planning.  The vast majority of investors require at least some of their portfolio in income products.  Age, time horizon and personal circumstances are factors that  will help you and I determine the type of investment you need.