For Retirees

  • Tax-efficient income planning
  • Tax and estate planning services
  • Charitable Giving Strategies
  • Planning for Independence
  • Specialized insurance strategies (i.e. Insured Annuity)
  • Registered Retirement Income Fund (RRIF), Tax-efficient Non-Registered accounts, Life Income Fund (LIF), Tax Free Savings Account (TFSA), High Interest Savings, GIC’s, Annuities, Guaranteed Minimum Withdrawal funds
  • Individual Insurance: Life, Travel, Long Term Care

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