Whether you are planning for retirement or are already in retirement, the Commonwealth Financial Strategies team can help you to explore your retirement roadmap ensuring that you take advantage of all available financial strategies.
We invite you to a personal Zoom meeting to discuss:
1. The lifestyle you would like to maintain throughout your retirement.
2. Financial strategies to optimize various pools of capital, RSPs, RIFs, TFSAs, non-registered funds.
3. Integrating pensions, OAS (including clawback), CPP, company pension plans (including survivor benefits, indexation).
4. Exploring opportunities such as income splitting (with your tax advisor), cashflow analysis, and margin of safety.
5. Contingencies for emergencies, lump-sum needs (vehicles, repairs, etc.).
6. Estate Planning (discussing the importance of Wills, Powers of Attorney for property, personal care and last expenses).
We look forward to seeing you on Zoom!
Your CommonWealth Team
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