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Retirement Planning

Retiring sooner or later?


CorePlan Financial Retirement Planning

  • Establish when you want to retire and formulate a plan to achieve the income you require
  • Maximize entitlements to government benefits
  • Review and update your insurance arrangements
  • Liaise with other professionals such as accountants and lawyers to ensure the best overall outcome for you

How will your retirement be funded? Can you afford to retire? Do you have the income stream to support the lifestyle you want? Does the concept of retirement scare you?

You’re not alone. Facing the concept of leaving work is often daunting. There are a lot of factors to consider when you leave the workforce and enter retirement. It's a good idea to speak to an industry expert to help you make some difficult decisions and develop a customised plan.

Getting ready for retirement can be exciting and anxiety-ridden in equal measures. It may well be the greatest financial challenge of your life. That’s why it’s never too early to start thinking about what retirement means for you.

Already retired?

  • Structure your finances to make sure your family benefits
  • Keep updated about government benefit changes that affect you
  • Understand your investments and retirement income
  • Strategize to best maximize your government benefit entitlements

At CorePlan Financial Inc., we listen carefully to your dreams for life "after work" and help you formulate a plan to make the most of your retirement while making sure you don’t miss out on the things you like to do now.

  • You can closely manage your finances in retirement
  • Your account balance, level of income payments and investment performance determines the amount of RIF Minimum Income.

We’re living longer these days, and most of us have specific aspirations about what we’d like to do after we retire. When it comes to retirement that means looking at your long-term life plans. Meet with us to discuss how you can keep your current lifestyle in your golden years. Our advisors will take into account your work, family, household budgeting, CPP, OAS and investments, then create a strategy that works just the way you want it to. We’ll help you unleash your financial potential in retirement with a range of targeted solutions custom designed to suit your circumstances. You need to have the right plan for now and the future to make sure you won't miss out on the things that will be important to you in retirement. Getting all the factors right can seem like a juggling act.


CorePlan offers you comprehensive financial advice that you can trust. We work in your best interest, and your best interest alone. CorePlan is NOT affiliated or licensed through large banks, funds management or life insurance companies. CorePlan is independently owned and licensed. CorePlan’s approved list of strategies and investment products are tailored and recommended SOLELY around your needs and what is appropriate for you, without outside influence. View Our Financial Service Listing


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