Retirement Planning

Retirement Planning

Your retirement income will typically come from a number of different sources. You may be eligible for CPP/QPP and OAS or other government benefits – and you may have a company pension. But, if you’re like most Canadians, you also need to turn your savings into a retirement income stream to help meet your financial needs throughout retirement. The income streams that you are likely to have are a jigsaw puzzle that needs to be managed.

With a range of products and features to offer, an advisor can help you create and navigate the best path forward to maximize your retirement income while at the same time minimize your tax liability.

Friendly, Professional Advice.

Contact us at Innovative Wealth Management Ltd.

Philip and the team at Innovative Wealth helped us to claim credits we did not know we could access on behalf of dependants. Their efforts made all the difference to our parents living a more comfortable retirement

Donna P.
, BC

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