Longevity Planning Planning for a long and enjoyable retirement

Healthier living and advancements in medicine mean many of us could spend 20 to 30 years in retirement or more. The assets you have accumulated and worked so hard for must last as long as you live. Many changes and unexpected circumstances can happen in that 20-30 year period.

"I've been a client of Matias' for 15 years. I've been very happy with his management of my investments. He's responsive and I have always felt he deeply cares about my future. He's got a good handle on the market and a great team.’ Client

There are some important questions we address with you to make your retirement dream come true and to ensure longevity for your financial planning.

HOW MUCH DO YOU NEED TO LIVE ON TO HAVE THE RETIREMENT YOU WANT?

WHERE WILL YOU LIVE?

HOW WILL YOU PROTECT YOUR HEALTH/?

IF YOU BECOME ILL, WHO WILL CARE FOR YOU AND HOW WILL YOU

BE CARED FOR?

WILL YOU STILL WANT TO OWN A VEHICLE?

DO YOU WANT TO TRAVEL AND HOW OFTEN AND WHERE?

DO YOU WANT TO LEAVE AN INHERITANCE?

DO YOU HAVE PHILANTHROPIC GOALS DURING RETIREMENT?

Contact us for a 30 minute “Ask-us-anything” meeting to discuss moving you closer to a more certain future.

Access the Value of Confidential Integrated Wealth Management Advice on Your Current Investments

If a friend, family member, or family office has referred you to us, please email us at GrumWM@raymondjames.ca or contact us directly at +1 (403) 221-0315 to set up a confidential introductory meeting.