Retiree

The golden years. You have happily removed yourself from the workforce and it is time to enjoy the fruits of your labor. Time to start spending your money!

• Do the beneficiary designations on your investments accounts match up with the wishes of your Will?
• Should you name a direct beneficiary on your insurance policy or leave the money to your estate?
• Own a cottage? What is the plan for it when you pass away? How will it be taxed?

Our customized retirement and estate planning solutions allow you to enjoy retirement and let you sleep well at night.