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Is your family growing and retirement planning becoming a goal?

If you’ve reached the middle of your career or your children are entering their teens, it may be time to review your financial security plan. Your financial security advisor will review your savings and insurance needs to help keep you on track towards reaching your goals.

  • Whether it’s through regular monthly contributions or a top-up RRSP loan, saving in your RRSP will help a secure retirement become a reality.
  • Whether you maximize your RRSP contributions or not, adding a tax-free savings account to your financial plan can help you tax-effectively save for retirement. Even if you do not qualify to contribute to an RRSP, you may be eligible to contribute to a TFSA.
  • Is your family’s income protected should you suffer from a disability or critical illness?
  • Ensuring your life insurance planning has kept up with your increased income and lifestyle is important.
  • There may still be time for an RESP to help with your child’s post secondary education.

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