Retirement and Estate Planning

Planning and preparing for the future is of paramount importance in the management of your financial goals and objectives. With the many different demands on your retirement income, planning ahead strategically is essential in order for you to achieve your objectives and still be prepared for inevitable taxes and economic swings. Equally important, establishing an estate plan is one of the most significant steps you can take to protect all that you have worked to achieve and accomplish, and ensure that you and your family can continue to enjoy it for years to come. Working with the Polsinelli Financial Advisory Group of ScotiaMcLeod, we can effectively advise you on all retirement and estate “How Can I?” questions, such as:

  • How can I transfer my bonus to my RSP without being charged personal tax?
  • How can I reduce corporate tax while contributing my retirement income?How can I use my business or practice to fund my retirement?
  • How can I get peace of mind with guaranteed income flow at retirement?
  • How can I effectively pass on my personal assets and reduce taxes?
  • How can I create a memorable legacy for my children and / or charity?
  • How can I make sure my family’s assets and lifestyle is maintained upon my death?
  • How can I protect my assets from the encroachment of others?
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 Retirement and Estate Planning