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Contact Information
ALAN
(604) 665-0666
FAX
(604) 718-3050
TOLL FREE
(877) 718-3026
LOUISE FRY
(604) 665-3102
PENNY YUAN
(604) 665-0684
SUKI CHAHAL
(604) 665-0750
 
Email
alan.rae@rbc.com
louise.fry@rbc.com
penny.yuan@rbc.com
sukhvinder.chahal@rbc.com
Branch
Richmond
 
Alan Rae Wealth Management Team
Vice-President & Director / Investment Advisor




Our Services - 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:

Saving for Retirement

Build your nest egg more effectively with our tax-efficient retirement strategies and solutions.

Protecting Retirement Savings

Keep your savings goals on track with strategies that give you the right balance of risk and reward.

Maximizing Retirement Income

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
  • Take the next step…Contact me.


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