Planning for Retirement

“Do something today that your future self will thank you for.”

March 1, 2021 is the deadline
for contributing to an RRSP
for the 
2020 tax year

The decisions you make today will impact your lifestyle at retirement.

Here are some important considerations

Visualize what you want your retirement to look like – Everyone’s idea of retirement is different.  In order to know how much you will need to fund your retirement, you first have to decide what you want for your retirement.

Put a plan into place – You can’t get to where you are going if you don’t know how to get there.  Set your goals; then plan to achieve then by having a well laid out plan.

Start early – The sooner you start saving for retirement the more time you have to meet your goals.

Save as much as possible – Retirement comes faster than you think. Save as much as you can afford without affecting your lifestyle.

Review your plan often and make the necessary chances – Your live is constantly changing and so should your financial plan.  Review your plan once a year or anytime there is a change in your life.

Products or services related to investments, investment recommendations, and investment reviews are provided through our mutual fund dealer Security Financial Services and Investment Corp.       4665 Yonge Street, Suite 309, Toronto, ON  M2N 0B4  t 416.964.0440
Insurance sales are not conducted through Security Financial nor are they the business of Security Financial.
Insurance sales are conducted through Qualified Financial Services (QFS), a Managing General Agency.
As Certified Financial Planners, we may provide expert advice to clients that do not have or intend to have investments held through Security Financial Services or Qualified Financial Services.  We may charge an hourly rate to clients who come to us solely for financial advice and planning services.

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Milton, ON, L9T 7W6

All written content on this site is for information purposes only.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.