Alan Rae Wealth Management Team Vice-President & Director / Investment Advisor
Retirement Planning
Retirement planning strategies and solutions for each stage of your life.
The retirement planning strategies that make sense when you’re 45 don’t always make sense when you’re 55, 65 or older. That's why we provide solutions to build and protect your retirement nest egg for each stage of your life.
How you want to work with us is also an important factor in deciding what solutions are best for you. No matter what your preference, we offer the solutions you need through a personal Investment Advisor, who will be there every step of the way, guiding you towards your retirement dreams.
Explore how we can meet the following retirement planning needs:
Boost your income by choosing the right RSP maturity option and exploring other alternatives. Also learn about your options for receiving a lump-sum pension payment.
Our retirement planning solutions could be ideal if you:
Need in-depth investment advice tailored to your retirement needs and objectives
Want a custom-designed retirement savings plan
Earn a high annual income and need a way to save more for retirement outside of an RSP
Are approaching retirement and need strategies for preserving and building on your savings
Are retired and need professional guidance managing a substantial nest egg