Preparing for Retirement

Preparing for Retirement

Who's this for?

Benefits

Who's this for?

Age 55 to 64
Preparing for retirement
May have adult children
Increased Net Worth

Benefits

Almost done paying mortgage
Little to no debt
Retirement savings is top priority (Download our app to see if you’re on track)
Staying on budget (Download our app!)
Reducing income tax
Taking care of the “What-ifs?”
Critical Illness
Premature Death
Make a will
Consider powers of attorneys
Making sure health insurance is adequate

Contact

Latest News

New Canada Emergency Rent Subsidy | Wage Subsidy extended | CEBA additional $20,000 loan

Great news for businesses! The new Canada Emergency Rent Subsidy will be available directly to business owners who need rent relief. The Wage Subsidy has been extended to June 2021. And the CEBA has been expanded to provide up to $20,000 interest-free loan.

Applications for Canada Recovery Sickness Benefit and Caregiving Benefit starts today!

Starting October 5, 2020, the Government of Canada will be accepting online applications for the Canada Recovery Sickness Benefit (CRSB) and the Canada Recovery Caregiving Benefit (CRCB).

Throne Speech: Recovery Plan Highlights

On September 23rd, in a speech delivered by Governor General Julie Payette, Prime Minister Justin Trudeau outlined the Federal government’s priorities.

Preparing for Retirement