Retirement Options


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.

Retirement Planning for individuals, self employed professionals, mothers

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.

 

How To Plan for Your Retirement?

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 ?

Saving for retirement might be difficult, especially if you have other priorities and/or when you think it is in the distant future.

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.

Note to our Clients | COVID-19 ANNOUNCEMENT

Dear Clients, As we continue to monitor the rapidly evolving situation of COVID-19, we have taken precautionary actions to keep our employees safe. Our team is working at full capacity from home, continuing to service your needs & queries. Our goals and philosophy to support you have not changed. We are your partner & we will continue to provide you with the answers & resources you need, and a positive experience during these difficult times. If you need assistance, please make sure to reach your servicing advisor directly or email us from our "Contact" page. Thank you for your continued support. We are thinking of you are remaining strong and resilient during these challenging days. Nick & Ida Calla and Calla Financial Services Team