Are you confident that your retirement income will last for life?

   

Goals

Do you have a withdrawal strategy that will minimize your tax liability and maximize your returns?

   
Expenses

Do you have a legacy plan that will ensure your loved ones are cared for?

   
   

At Physicians Wealth Advisory we support our clients through the transition of retirement and beyond. We work closely with you to ensure that your retirement plan provides peace of mind as you enjoy the rewards of a fulfilling career.  With appropriate planning, 'when' can be a matter of choice, and 'how' will be clearly laid out for you.

 

Your vision for your retirement will act as the centre-stone of your plan. Utilizing the following strategies, you will put your vision into action:

  • Investing for income
  • Strategic access of registered, non-registered, and corporate investments
  • Estate planning to ensure that your legacy and your beneficiaries are protected
  • Succession planning

*Insurance and estate planning services provided by Canaccord Genuity Wealth & Estate Planning Services Ltd

 

Contact us today

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