You’ve lived a life filled with diverse experiences, with its ups and downs, and now you deserve to enjoy a peaceful and fulfilling retirement!
Have peace of mind and simplify your transition into retirement. Whether it’s for accumulation or withdrawal, we will chart a clear path ahead for you.
We are committed to providing you with sound advice and tailored solutions that are easy to understand and follow. This allows you to fully enjoy this beautiful stage of life.
We ensure to provide regular follow-up in order to:
- Continue building your investment portfolio
- Minimize the impact of inflation on your investment portfolio
- Establish effective financial and tax priorities to ensure you never run out of money for the rest of your days
- Be protected during your travels
- Ensure income in a situation of loss of autonomy
- Establish a tax-efficient withdrawal strategy for your registered plans
- Reduce your tax bill at death
- Ensure that your will always reflects your intentions
- Establish a donation strategy that aligns with your objectives
- Help your grandchildren get off to a good start in life with education plans or insurance to ensure their insurability.
Insurance:
- Life Insurance: Term Life, Whole Life, Universal Life, Participating Life,
No Medical Life Insurance - Critical Illness Insurance: Cancer Program, 4 Illnesses Program, 25 Illnesses Program
- Estate Insurance
- Insurance for grandchildren
- Auto Insurance
- Home Insurance
- Travel Insurance
Investments:
- Registered Education Savings Plan (RESP) for grandchildren
- Non-Registered Account
- High-Interest Account
- Guaranteed Interest Funds
- Daily Interest Funds
- Tax-Free Savings Account (TFSA), Registered Retirement Savings Plan (RRSP),
Locked-In Retirement Account (LIRA), Life Income Fund (LIF), CRI - Life Annuity and Certain Annuity
Other Services:
- Retirement accumulation planning
- Strategic withdrawal planning
- Investment management following the sale of a house
Insurance and investment products are offered through Industrial Alliance, Insurance and Financial Services Inc.