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clip_image007Planning and implementing retirement

Ultimately there comes a time to hang up the hat and begin life after work.  How people approach retirement can be quite varied.  However, no matter how you feel about retiring it is very important that you adequately plan for retirement so that process can be as smooth as possible.  We offer a wide range of services to help you plan to enjoy your retirement.

If you own a business and wish to keep it in the family or pass it on to key personnel then we can assist in preparing a succession plan that is tax efficient and make sense for all parties involved.

If you plan on selling you business before retiring we can help with reviewing sale agreements, providing advice on tax efficient sale structures, and ensuring that you qualify for any capital gains deductions that may apply in your circumstances.

We can provide advice on RRSP planning, individual pension plans, estate planning and administration, trusts, wealth management, planned charitable giving and many other aspects of planning for retirement.

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