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Displaying posts in Retirement Planning

How do I know if I'll have the income I want in retirement?

How do I know if I'll have the income I want in retirement?

Posted in News, Financial Planning, Retirement Planning

If you want to ensure you have enough income in retirement, you have plan ahead. A financial planning professional can walk you through a process to identify your sources of income and how they'll be incorporated in your overall financial picture.

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Should I take my CPP at 60?

Should I take my CPP at 60?

Posted in News, Retirement Planning

Generally, the idea of taking your CPP at 60 is a bad one. At one time the popular belief was to take your CPP as soon as you qualified, at age 60, but with changes in CPP a few years ago, it no longer makes sense to do this.

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Testimonials from the Hollis Wealth Financial Management Team, Welland

From the iA Private Wealth Welland Team