Other tasks not to be neglected.

Written By Guest User

If you want to be successful with your RRSP planning, you need to regularly monitor and adjust your plan. Our team will support you in this task and will periodically review your progress. Our main goal is to make your plan come true without worries. We will also ensure a reassessment of some of your retirement goals. During this operation, we will take into account all the changes made in your life. New retirement priorities are also considered so that you can take better advantage of your savings.

Note that our team can provide a number of missions including:

  • The reform of your investment strategy in order to adapt it to the circumstances linked to retirement;

  • The combination of investments in an appropriate way in order to have a better visibility on the return;

  • Reducing investment costs;

  • Providing an overview of investments;

  • Consideration of all possible options should the employer grant an early retirement program;

  • The development of a plan to convert investments into advantageous income for retirement (from a tax point of view).

We can perform periodic reviews and ensure that you will take full advantage of any opportunities that arise. Our team is ready to do what is necessary so that you can carry out RER planning in the best possible conditions. She will ensure that you do not take risks that could harm your future life.

Guest User
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The steps to follow for RRSP planning.
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Identify the amount to be invested.