INDIVIDUAL PENSION PLANS
Planning for Comfortable Retirement
Having an idea or picture of your retirement in mind is something that’s personal and unique to all of us. You may want to travel, or purchase a summer getaway property,
or simply settle down into a more relaxed pace of life.
You may dream about comfortable retirement, however, over the past five years, analysts have noticed that there are many people who were middle-income earners seem to be falling into low-income range after retirement.
Understanding how you envision your retirement is important, but more importantly, you need to plan the roadmap to get you to your destination. The more preparation, time and attention you pay towards your retirement plan, the fewer bumps in the road you will encounter and the more fulfilling your retirement will be once you arrive.
Understanding The Basics
Do you know enough about your employer-provided pension plan?
Knowledge of Best Options
As a self-employed individual, do you know your saving options?
CPP vs. OAS
Do you understand government benefits including CPP & OAS ?
These are some of the questions that you must answer for yourself.
Developing your retirement plan is a process that will encompass many different categories of saving and strategy. Our professional, Licensed Advisors Amanda and Tiziana can work with you and understand your future plans and concerns, and help you design your retirement.
At Calla Financial Services , we can help you set a course for retirement and provide you with a plan, support, and advice along the way.