For more details CLICK HERE to contact our Prosperity ONE specialists.

up

Retirement Planning

• The Retirement Planning process entails an analysis of relevant factors, such as, government programs, pensions, other sources of retirement income, historical rates of inflation, indexing and life expectancy.
• It's never too late to start planning for retirement.
• Our specialists can assist you in designing and implementing a strategy to provide you with a favourable retirement outcome.

For more details CLICK HERE to contact our Prosperity ONE specialists.

up

Estate Planning

• Many of us spend a lifetime working to accumulate assets without making any effort to protect our wealth.
• In the event of death and/or disability, consequences may arise which could have been avoided with the proper planning.
• Estate planning need not be complicated but should always be addressed.

For more details CLICK HERE to contact our Prosperity ONE specialists.

up

Cottage Succession Planning

• Do you intend for your children to own the family cottage one day? Beware. It may cost many times what you originally paid for the property to transfer it into their hands years from now.
• Can you afford the gift? Can your estate afford the bequest? Or, must the family cottage be sold to pay the tax?
• It may be in your best interest to find out the "capital gains rules".

For more details CLICK HERE to contact our Prosperity ONE specialists.

up

Insurance Needs Analysis

• An analysis can deal with an isolated single need requirement or in depth look at your overall needs to determine the type and amount of insurance you require.
• A needs analysis will also address your financial situation to determine your current and future goals. Individual needs may vary and there is no single answer that will suit everyone.

For more details CLICK HERE to contact our Prosperity ONE specialists.