Retirement Planning

Many people wonder how much money they need to generate an income for the rest of their lives.

Brett’s retirement planning services are designed to give you the financial freedom you want to enjoy your retirement fully. He’ll help you plan financially for the likely scenarios—and the unlikely ones.

Yet retirement planning isn’t just about money. It’s also about lifestyle and making retirement the best years of your life.. Whether you want to travel or build your legacy, your retirement plan is there to make your post-work life exciting and richly rewarding. Brett will walk you through the process of designing a vision for your retirement, ensuring that it reflects your values, priorities and goals.

With over 20 years of experience, clients have come to depend on Brett for fresh, unbiased perspectives and solid retirement planning advice and counsel.

Brett’s retirement planning services include:

  • Helping you to clarify your retirement wants and needs
  • Creating strategies for meeting your retirement goals
  • Calculating your projected retirement income
  • Examining company pension options
  • Maximizing government benefits
  • Ongoing monitoring and adjusting of your retirement plan

As well, you can expect regular updates of your retirement plan so that you always have a sense of your progress and any important steps to taken as you continue to move forward.

Contact Brett to take the first step in achieving your retirement goals. Or call him at his Toronto office at 416.901-6500 ext 23 to arrange a consultation.