Nurturing wealth so you can live a longer, better life in retirement
Retirement is one of the most important transitions our clients will go through in their lifetimes.
Saving money and growing assets is something you have worked hard at for decades. Making the shift to living off your investments and pensions is not easy for everyone and it deserves a personalized approach. We have designed a ‘layer cake’ process to analyze your retirement incomes. We can clearly identify the layers of income throughout your retirement both as a planning tool but also as an implementation guide.
As you can imagine, we see many retirees in the Okanagan as it is Canada’s retirement playground and we have amassed a great deal of expertise working with retirees. There are so many ways to design your retirement income; let us show you our approach.