Retirement Plan

Planning for a financially secure retirement is one of the most important challenges facing Canadians.  Many do not belong to pension plans and the future of government plans like OAS and CPP is clouded with uncertainty.  An increase in early retirements, coupled with long life spans, means retirements are lasting longer than they used to.  The importance of taking responsibility for funding your retirement and relying less on governments have never been greater. 

How much money do I need to retire is a common question. However,

The biggest pitfalls to sound retirement planning are generally:

  • Starting too late
  • Failing to save sufficient amounts 
  • Improper investment choices

Ask yourself what your needs are at retirement and at what age you plan to retire. How will you get there? We're here to help.

We welcome the opportunity to meet with you to develop a retirement plan as part of a complete financial plan. We'd love to speak with you to get started on a plan today:  To set up a free, no-obligation appointment with our Certified Financial Planner, contact: Scott Smith, CFP at 306-228-4515 ext. 231 or email scott.smith@unitycu.ca

Financial planning is offered through Credential Asset Management Inc.
 

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