Retirees Protecting your assets for the long-term
After working for so many years, you’ve reached retirement. All these plans you’ve had over the years are now at your fingertips. With the longer lives most of us can anticipate, protecting your assets so you can fulfill your dreams is important. During this time, it is critical to safeguard your health and your wealth from risk.
To ensure that protection, we take the time to understand your goals and how you envision retirement. We can work with you to create priorities and develop strategies for your ‘must achieve’ list and for those ‘would be nice’ items.
Leaving a legacy, philanthropic plans and health issues might also become a concern as we age. We work with you on an ongoing basis to ensure your financial plan remains current with your life as it changes to reduce risk. Through our team and the support of the Raymond James resources, we can work with you to preserve your assets for the next generation through estate planning.
Enjoy your retirement while we do what’s needed to give you peace of mind.
In-depth retirement planning services include:
- Retirement Income Planning
- CPP, QPP and OAS Optimization
- Estate and Legacy Planning
- Tax Planning
- Distribution Strategies
- Healthcare Planning
- Long-Term Care Costs
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.
Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.
