AREAS OF FOCUS: • Retirement • Financial Planning • Investments • Tax • Insurance Planning • Group Benefits • Mortgage Planning • Estate Planning • Charitable Giving

When you have questions about your financial planning, we’re here to help. Call us and ask us what has been on your mind:

FOR INDIVIDUALS
• Could I afford to retire 5 years early?
• What account should I draw from first during retirement to maximize tax efficiency?
• When is it best to begin CPP and OAS payments and what clawbacks could I be subject to?

FOR BUSINESS OWNERS
• How do I best exit my company when it’s time to retire?
• Are there tax strategies being left on the table?
• Should I invest personally or within my corporation?

FOR LEGACY PLANNING
• Will my estate be hit by a large tax liability?
• Will my beneficiaries get everything I intend to leave for them?
• How do I plan for the unexpected?

Feel confident about your financial plan. Find out what 360-degree financial planning looks like for you. Connect with us at: www.SuccessPlanning.ca

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