Retirement Planning

Planning for retirement can take an emotional toll on your well being. Questions such as Who will I become when I retire? When can I afford to retire? How much money will I need to live comfortably? Can seem very daunting when you don’t have a plan in place or when you feel like  you are going to be losing an integral part of your identity which was defined by your career. 

At Forshaw Wealth Management we want to help you prepare for retirement and help you negotiate important life transitions as we understand that there is no single solution that can guarantee a successful retirement. However, based on experience, preparing for retirement can help to ensure that you are financially and mentally ready to retire. Embrace and enjoy life as retirement is the next phase in your life whereby you can be able to reinvent yourself and pursue new passions and goals.

Our retirement value proposition includes:

  • Understanding your retirement vision and creating strategies to meet your retirement goals
  • Calculating your projected retirement income from RRIF, annuities and by understanding your pension entitlement
  • Maximizing government benefits and implementing tax minimization strategies
  • Ongoing monitoring and adjustment of your retirement plan as it progresses 

 

**Tax minimization strategies abide by rules set forth by the CRA and may require us to work alongside a Chartered Accountant. 

 

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