Retirement

The Retirement Services that we provide assist our clients to meet their goals and objectives. For many, this will mean converting their financial resources, including retirement allowances, severance pay packages, RRSPs, pension plans, deferred profit sharing plans, non-registered assets, etc., into an income stream to meet income requirements. For others, it could mean finding the best solution to keep assets still growing in a tax-preferred way and to bypass probate at death. We research, analyze and recommend options that are best suited to your individual circumstances.

We can also place the investment for you! We are independent consultants and brokers. Our advice on alternatives is strictly objective based on your criteria for the product and our research into the strength of companies, contract provisions, safety, competitive pricing, etc. Our independence means we work for you!