Retirement

A good majority of my clients reach out to me looking for retirement planning advice. They want to know if they have enough assets to retire comfortably, how much longer they should work, what type of investment strategy makes sense in retirement, when to take CPP and OAS, and how to set up tax efficient…

We all need to think about retirement planning at some point in our lives. Relying on rules of thumb like saving 10% of your income or withdrawing 4% of your savings can get you part way there. But it’s also important to think about what retirement will look like for you. When will you retire?…