Retirement Planning

Bringing clarity and confidence to your retirement plans

You have worked hard and soon you will be able to enjoy the fruits of your labor. As you begin to imagine retirement the excitement and anticipation quickly build, but so does an overwhelming feeling from the dizzying array of financial options.

Should I take Canada Pension (CPP) early or delay?
Is a payout annuity or retirement income fund (RIF) better for me?
What type of investments should I have?
How can I best utilize corporate assets to help fund my retirement?

How can I avoid Old Age Security (OAS) claw back?
How can I effectively split income with my spouse?
How much life insurance should I have?
How do I reduce taxes?

At Beyond Wealth Management we help answer all of these questions and more so we can bring clarity and confidence to your retirement plans. In fact, we manage over $300 million in personal financial assets for business owners and professionals. Our goal is to work hand in hand with you to help ensure we have developed the best possible solutions for your values and goals. We want you to walk confidently into retirement!