Our Services - Retirement Planning

Thinking About
Life After
Retirement?

Thinking About Life After Retirement?

It may seem like it’s far off but it’s never too early to start laying the ground work now to enjoy a happy retirement later.

 

Planning for retirement is simple with us. Go ahead and get excited about your retirement! Start investing one step at a time and keep it simple!

Choose an Investment Strategy

Choose an Investment Strategy

What type of investor are you? Whether you are a conservative, balanced or aggressive, investor a Keybase advisor can help in determining which investment strategy is ideal for you.

Expect the Unexpected

Expect the Unexpected

Your needs and circumstance can change over time so be prepared to make the necessary adjustments so you can stick to your retirement plan.

Set Financial Goals

Set Financial Goals

Have a clear view of your financial picture for the future and what expenses will have an effect on your retirement. Let our advisor help you be ready for the road ahead.

Still unsure of how to begin planning for retirement?

Start by asking yourself these seven simple questions.

  • When I retire, will I have enough income to maintain my expected standard of living?
  • If Canada Pension and Old Age Security are not available when I retire, will I still have enough money put aside to live comfortably?
  • Is my investment portfolio allocation consistent with my goals?
  • Will my existing investment strategy achieve my desired performance results?
  • Will I be able to fund my children’s education comfortably?
  • Am I making adequate financial provisions for the future of my family?
  • Does my investment strategy minimize my exposure to taxes?
Now let’s put your plan into action…

Explore how an RRSP or TFSA can help you reach your retirement goals!

Contact us today to learn more.