retirement & estate preservation

It's never too early to think about your retirement. Whether you are just starting out, or are getting ready to wind down, we can help you grow and manage your retirement savings, as well as plan for all of the other aspects of retirement.

Life Events:

Whether buying a home, having a baby or getting ready to retire, be prepared for the next big event in your life.

Know Where You Stand

The Fidelity Retirement Readiness Snapshot is a great way to get the discussion started, and start thinking about your retirement.

2007 Federal Budget Changes:

To learn about how the 2007 Federal Budget changes affect your retirement savings, read Manulife's 2007 Federal Budget Summary Adobe Acrobat PDF.

Retirement Planning

Our unique planning process, the Financial Fitness Solution™ can help you ensure you have a solid strategy in place to retire comfortably. We have investment vehicles through a variety of companies, which means we can ensure you have the right investment mix for you.

Our retirement vehicles include:

  • RRIF (Registered Retirement Income Fund)
  • LIF (Life Income Fund)
  • IPP (Individual Pension Plan)
More Information

Estate Preservation

Having a well-thought out estate plan can help you to avoid unfortunate situations in the future.

More Information

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the fund's simplified prospectus before investing. Mutual fund securities are not guaranteed, their values change frequently and past performance may not be repeated.

 

1540 Cornwall Road, Suite 206 Oakville, Ontario L6J 7W5 | Tel: 905.844.1412 | Fax: 905.844.6141 | life@marlatt.ca
This website is intended for use by residents of the Province of Ontario.