Retirement Planning
Secure your retirement with personalized strategies that ensure consistent income and financial peace of mind.
Who It’s For
Individuals or couples aiming for a financially stable retirement.
Our Approach
Initial Assessment
Review current savings, pensions, and lifestyle goals.
Income Structuring
Develop a strategy that optimizes retirement income streams.
Savings Optimization
Recommend contributions to maximize your retirement accounts.
Healthcare & Legacy Planning
Account for long-term care needs and legacy aspirations.
Benefits
Comprehensive Coverage: Ensure your retirement accounts and investments are working together effectively.
Guaranteed Income: Achieve peace of mind knowing your basic needs are covered.
Future Flexibility: Build a strategy that leaves room for unexpected changes.
Connect with us for a consultation to start your journey toward a secure retirement.
ABOUT US
A boutique accounting and financial planning firm located in Ancaster, Ontario. Large enough to serve both small businesses and enterprise clients, but small enough to respond promptly to your individual needs.
WORKING WITH
BUSINESS HOURS
| Monday | 8am - 4pm |
| Tuesday | 8am - 4pm |
| Wednesday | 8am - 4pm |
| Thursday | 8am - 4pm |
| Friday | 8am - 4pm |
| Saturday | Closed |
| Sunday | Closed |