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Life-Integrated Financial Planning

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Whether you’re planning to leave the workforce in five, 10, or even 30 years, it’s vital to stay on top of your retirement plan.

Statistics Canada found that since the 1970s, the number of Canadians with an employer group retirement savings plan dropped from 46% to 37%. With the number of employer group retirement plans decreasing, it’s more important than ever to  stay on track for retirement.

Increase the funds available to your heirs

If you have savings or extra income you don’t need for lifestyle purposes, here’s information about a financial planning strategy that will increase the funds available to your heirs or favourite charity when you die.

Talk to a Professional and Create a Financial Strategy

Working with an advisor to create a financial strategy allows you to live your best life now, without jeopardizing your retirement in the future. A financial strategy helps set goals into perspective and allows for adjustments if need be.

We will help organize your current finances and achieve your financial goals head on. With a financial strategy, clear set goals and a tangible course of action, you’ll feel comfortable about your financial future.

Get Professional Retirement Advice

Where better to get advice about retirement than from someone who specializes in retirement planning, investment strategies and money management? Other than medical situations, paying for financial advice is probably the one profession that’s worth the cost.

People live a large portion of their lives in retirement and professional advice can help you make the best decisions based on your personal situation.