Helping you build a clear plan for retirement, we offer independent financial planning and advice. We do not sell financial products and offer expert advice on a flat-fee or an hourly basis. We are a Fee-Only financial planning firm based in Ottawa, Ontario.
Our specialties include the following retirement planning services:
- What is most tax efficient order of withdrawal strategy for your investments (TFSA, RRSP, Non-Registered)?
- CPP and OAS benefits: Is it better to take them early or defer them to later?
- How to determine a reasonable target for retirement income?
- Help you compare pension options and determine the possibility of early retirement
Date Created – December 3, 2018, Last Updated December 3, 2018
Posted by: ayanaforward