Financial Services - Hamilton, ON, CA
We are a financial planning firm specializing in Retirement Income Planning. Our mission is intentionally simple - help people to "retire well." We want people to retire well - and retirement is risky. You face big decisions, you probably have the most money you ever will, and you therefore face the most risk you ever will; we understand and respect that risk. We offer detailed, personal, and nuanced advice with a caring atmosphere.Most Financial Advisors help accumulate money, we help you spend it. Retirement means different things to everyone, but regardless of your definition we want you to retire well. Part of that is understanding how to convert the assets you own into an income stream you can spend. We plan out your drawdown strategy to ensure you're going to have a reliable income stream with a lifetime of tax-efficiency. We also consult on exactly when you should start your Canada Pension Plan (CPP) and Old Age Security (OAS), and how to manage the variability of income you'll need throughout retirement.
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