Retirement Planning

We would like to see all of our clients maximize the enjoyment of their retirement lifestyle with minimal risk. This can be achieved through effective tax planning, investing, Will and estate planning, and a clear definition and understanding of your individual retirement goals. In today’s economic climate—which includes OAS claw-backs and future claw-backs in the Canadian Pension Plan and similar programs—it has never been a more appropriate and necessary time to plan your future and your retirement. Business owners and professionals are often in unique positions to be able to use federal tax regulations to their advantage to enhance wealth.