See what our client's have to say...

"My husband and I have been working with Wayne for seven years, through being free and single, to married with two kids, moving four times and eight job changes. Wayne and Andrea have helped our family make financial decisions, from RRSPs, TFSAs, RESPs and housing financing. We've been able to make great strides in our financial goals and appreciate their insights on the economy."

- Robyn.

We take the time to explain your various options and offer the products and services that will help you maintain and protect your lifestyle during retirement.

In simple terms, retirement planning means that you are making sure you will have enough money to live on after retiring from work. Retirement should be a great period of your life, when you can literally sit back and relax or enjoy your life by reaping benefits of what you earned over many years of hard work. To achieve a hassle-free retired life, you need to make smart and calculated investment decisions during your working life, putting your hard-earned money to work for you in future.

Our Retirement Plan service is designed to assess your retirement goals and recommend appropriate strategies and tactics to support achieving these goals.

Your Retirement Plan will include:

  • Analysis of goals
  • Financial projections/forecasts (charts & graphs)
  • Recommended investment strategy aimed at supporting achievement of goals
  • In-depth cash flow analysis before and after retirement (optional)
  • Any other planning needs specific to your retirement goals

As with any form of financial planning, we recommend that your Retirement Plan be updated on at least an annual basis to ensure that you stay on track to achieve your retirement goals. Your financial future depends a great deal on the financial choice you make today. We can help guide you to make the right decisions, and with proper planning you will be well positioned for a rewarding retirement.

We would be happy to discuss a retirement strategy with you – it’s never too early to start planning for your future. The initial consultation is always complementary. Click here to schedule an appointment.

Become Your Own Bank!

Manulife One is a great tool for helping homeowners become debt-free sooner, and it can be an effective financial tool for homeowners who have already paid off their mortgage. Manulife One provides you with convenient access to your home equity, up to your borrowing limit. If a borrowing need arises, such as a car purchase, vacation property or children's education, you can simply write a cheque, use your debit card or transfer funds online. You may never need to apply for a loan again. Click here to find out more.