Services for Retirees
Live Your Best Life
To us, retirement is all about choice. To be able to choose what you do and when to do it. But choice requires having the confidence to know that your time and your money are both optimized to work in your favour. We’re proud that we do the heavy lifting for hundreds of retirees so they can focus on the freedom of choice. These are our main services for you:
Cashflow Management
You have aspirations and continued responsibilities. Helping you manage cashflow means marrying these financial outputs with what you have available to spend, maximizing growth, while using financial instruments to minimize what you need to report.
Minimizing Taxes
More than ever, minimizing the amount of taxes you need to pay is critical for continuity, and more importantly, keeping your money where it belongs: confidently controlled and in your hands. Leveraging your portfolio and tax laws is where we excel.
S.E.L. Mapping
What we’ve learned from our clients is that what they want most in retirement, is simply knowing that all their ducks are in a row. That’s why mapping out the flight path for Succession, Estate, and Legacy affairs is what we specialize in. We’d love to show you more.
For many, the assumption is that effective financial planning ends at retirement. This couldn’t be further from the truth. Your career and life up to this point has been the gradual build towards freedom of choice. Exercising that freedom of choice deserves – no – demands deliberate effort and generosity-of-thought. If you’d like to learn more about our process that lets our team take the weight of your shoulders, we’d love to chat. No pressure. No sales. Just clarity.