Retirement Planning

We have been helping Nova Scotians retire with confidence for 35 years.

Whether your retirement is far off or fast approaching, retirement planning is becoming increasingly complex and has many considerations. The good news is that whatever your situation, and however you want to enjoy retirement, we can help you develop and implement a tailored retirement plan.

What We Do

Few people can visualise exactly what to expect in their retirement, but most would hope, at the very least, that it is comfortable.

We know that to achieve this goal, we must have a plan in place as early as possible. When the future is unclear, the thought of retirement may well feel more daunting than exciting. Our retirement planning service can help you build the plan you need to achieve the retirement you deserve.

To guide you through the complexity of retirement planning, our team is dedicated to help you:

Understand your pensions options

Develop a savings and investment strategy to help you reach your target income.

Develop a tax efficient income strategy in retirement

Understand and coordinate your government benefits

Ensure your retirement income accounts for longevity and inflation risk.

Plan survivor income for your spouse if you die

Plan for your care in old age

Determine the most efficient order of withdrawal for your investments

Who Can Benefit?

  • Pension Plan Members
  • Government Workers
  • Small Business Owners
  • Private-Practice Health Professionals
  • Young Professionals and New Graduates
  • Retired People who Want to Ensure they are

Interested in learning more?