A Retirement Plan brings more clarity to your future...

Saving for retirement is foremost in the minds of most Canadians. There are many ways to build a nest egg. However, not all strategies are appropriate for all individuals. Fairwealth Financial works with our clients to assess the unique situation of each client to come up with a feasible plan to help them get ahead. Registered plans such as an RRSP may help high income individuals to save and defer taxes now. However, for others, saving outside of an RRSP may be appropriate. We also need to take into account income from sources such as Canada Pension Plan (CPP), Old Age Security (OAS), Guaranteed Income Supplement etc. Let Fairwealth Financial work with you to come up with a customized solution taking all this into consideration for you.

 

Having a written retirement plan will help you visualize the sources of expected income and expenses in retirement and beyond. Planning in advance can help you choose tax-efficient investments that provide more after tax dollars in your retirement.

 

Let us get started. Contact us today to get a sample retirement plan.