More than smart investing & honest advice, we're with you every step of the way.

Retirement Plan

There are many factors to consider in a Retirement Plan and many products to help you get there, depending on what stage of life you're at. Ultimately we want to maximize income and minimize tax in retirement, while making sure you have enough cash to do the things you want to do. We also ensure your estate is in order so that your assets pass on to loved ones in a tax efficient way. 

A Retirement Plan could include discussions around:

 
  • Retirement income options
  • Individual pension plans (IPP)
  • Early retirement options
  • Canada Pension Plan (CPP) strategies
  • Creditor protection for registered plan
  • Pension unlocking
  • Charitable giving
  • Tax implications
You can choose from the topics below to learn more about the products available to you.
Contact CSR Wealth
RRSP
TFSA
RRIF
Estate Plan
Life Insurance

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More than smart investing and honest advice,
we're with you every step of the way.

Contact Frank

Call today for a Consultation

905-792-8112

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