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Planning your retirement

Want more control over your retirement?

Your advisor is a trusted partner who can help you:

  • choose the best plan for your situation
  • grow your retirement savings tax-free
Get started

Make a financial plan part of your retirement savings toolkit

To draw up your financial plan, your advisor will look at your complete financial picture, from where you are now to where you want to be. With that plan in hand, it’s that much easier to identify the solutions that will help you achieve your retirement savings objective.

Your advisor can help you choose the best savings vehicles for your personal situation:

  • Registered retirement savings plan (RRSP)
  • Tax-free savings account (TFSA)
  • Individual pension plan (IPP), if you’re a business owner

Your advisor will also recommend investment solutions to help you grow your money, and take a look at your coverage needs. They may also bring in other specialists. Then, with all the information in hand, your advisor will draw up a personalized action plan for your retirement.

Our solutions

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