Retirement

A concern about retirement income is often what brings people to scheduling a meeting with a financial planner. We all want to retire with enough financial resources to guarantee our subsistence, safety and good health.

Although governments, as well as public and private institutions publish lots of information, there is a real need for personalized guidance with retirement planning. This is where a financial planner comes in.

Book an appointment with us and we will answer many of your questions about retirement, including:

  • Will I have enough money to finance my retirement?
  • Where will all of my retirement income come from year to year?
  • How do I organize my withdrawals to reduce taxes?
  • When do I have to apply for my pension from the Québec Pension Plan (QPP) or my Canada pension plan (CPP) and my Old Age Security (OAS) pension?