Special summertime offer

CTA Buttons BW 150x150 Special summertime offer This summer we’re extending a special offer to high net worth individuals who want to get greater clarity on their retirement plans.  We call it our Retirement Crash Test.

We do a lot of retirement planning for clients in our wealth management practice and we know it’s something people worry about. And many aren’t prepared for:  According to a research report released this past April by McKinsey & Co., 41% of high income Canadians between 55 – 64 years of age will be challenged to maintain their income during retirement.  Either because they haven’t saved enough or investment returns have been sub-par on the savings they have accumulated.

We’ve developed proprietary financial modeling that will simulate your retirement under a variety of scenarios using inputs you provide. Our clients have found it gives them tremendous peace of mind.  We thought to extend the offer to other high net worth individuals who are at the same life stage i.e. less than a decade from retirement.  It’s a great opportunity to take charge of your financial future and ‘kick the tires’ on our capabilities at the same time.

Visit Retirement Crash Test to get started.

Leave Your Response