Beginning to plan for my retirement
It starts with a retirement plan, and a clear picture of the retirement you want to enjoy.
Retirement Planning
A real retirement plan is more than just RRSPs.
Only 40% of Canadians
claim to have a retirement plan*.
Real retirement planning goes beyond RRSPs
Planning for your retirement is so much more than simply having a Registered Retirement Savings Plan (RRSP). A real retirement plan starts with a clear picture of your goals, your lifestyle, expenses and ALL your sources of retirement income – such as RRSPs, TFSAs, OAS and pensions.
Get a real retirement plan
At IG Wealth Management, we go beyond investments to create a retirement plan that includes sources of income, debt analysis, tax strategies, estate planning, insurance considerations and more.
With the IG Living Plan:
- Our Retirement Forecaster considers all your sources of income in retirement to provide a monthly income projection.
- We’ll suggest withdrawal strategies to maximize tax benefits.
- We’ll incorporate estate planning and charitable giving to ensure your loved ones are taken care of.
With the IG Living Plan, you can test different retirement scenarios to see how close you are to reaching your financial needs for the lifestyle and goals you have set for retirement.
* IG Wealth Management Study: RRSPs Remain Critical, But It’s All About the (Retirement) Plan
** Source: Investors Group survey - 1,004 respondents (5 +)
** Source: Investors Group survey - 1,004 respondents (5 +)