Retirement: What You Need to Know

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You’ve worked hard for decades, and now that you are approaching or entering retirement, you could find yourself exposed to significant taxes without the proper strategies in place. Keep more of what you’ve built and enjoy the retirement you deserve.

 

This complimentary video will cover the following topics:

  • Am I on track to retire (4:35)
  • Reducing your tax bill (10:12)
  • Government benefits (18:45)
  • Protecting your nest egg (24:03)

 

If you’d like to discuss your personal situation and explore your financial options, feel free to book a complimentary appointment through the link below or by getting in contact with Marc at msabourin@harbourfrontwealth.com

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Retirement Planning Toolkit

Apply These Ideas to Your Own Retirement

If this article raised questions about when to retire, how to create income, or how taxes fit into your plan, our Retirement Planning Toolkit will help you think through your next steps with clarity.

It includes the same practical checklists and planning frameworks we use with clients to help create steady, tax-efficient income in retirement.

Trans Canada Wealth Management is a Winnipeg-based wealth management firm specializing in retirement planning for pre-retirees and retirees. The firm focuses on helping Canadians navigate retirement, investment, and tax decisions with clarity and confidence.

Disclaimer: The views expressed are those of Trans Canada Wealth Management and are provided for informational purposes only. They do not necessarily reflect the views of Harbourfront Wealth Management Inc., a member of the Canadian Investor Protection Fund.