Managing your retirement income

Close to retirement?
Get your money working for you!

A Desjardins advisor can put together a retirement income strategy for you so you can:

  • draw up a financial plan for your retirement
  • grow your savings
  • create a budget
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A new set of financial goals for a new stage of life

Your retirement date is set and you’re ready to embark on a new stage of your life. You want to feel in control of your future.

Your advisor will thoroughly analyze your situation and draw up a retirement income management strategy for you. This strategy will include:

  • A plan to optimize your income, whether you’re converting a registered retirement savings plan (RRSP) to a registered retirement income fund (RRIF) or a locked-in retirement account (LIRA) to a life income fund (LIF)
  • An investment strategy that’s in line with your new investment objectives

Our solutions

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