Financial Confidence | Retirement Planning
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Retirement Planning

Retirement Planning

To Achieve Financial Freedom

Retirement planning can help you choose investments now that yield the best returns so you can enjoy financial freedom. Preparing financially with retirement planning requires a systematic long-term commitment that cannot be procrastinated. Studies have shown that as few as five percent of people reaching retirement are financially independent. The balance either accepts a lifestyle significantly lower than before retiring or continue to work past their desired retirement date.

Here are other questions you may have about retirement planning:

  • How can I be sure that I don’t outlive my capital?
  • Should I invest to earn dividends, capital gains or interest?
  • What is the best pension option for me?
  • How can I spend the income and make sure my family will have the capital to pass on to my children and grandchildren?

Benefits for Retirement Planning

We help you develop your detailed investment policies, apply those policies within trusted products and services, then manage and build your assets:

  • We navigate the different products and tools of retirement planning to give you the best possible result to meet your needs.
  • We can take care of the complexities of managing your financial assets to achieve these goals to ensure your trusted professional advisors are informed and working towards the same goals.
  • To grow your career or business, realize your retirement dreams, give back to your community and enjoy your family and friends.

Benefits of High Net Worth Retirement Planning

As your wealth and investments grow, you gain access to Segregated Account Management, Institutional Pooled Fund Management and benefits including:

  • Lower management fees
  • Proven performance
  • Investment policy statement formalization
  • Customized manager selection and asset allocation
  • Monitoring and asset rebalancing
  • Legacy planning (personal equivalent of succession planning)
Download more information about our Corporate Retirement Strategy