Services: Retirement & Estate Planning

Retirement Planning in Western Canada

Crowe MacKay LLP believes that if you’ve secured a plan for retirement, you’ve planned for a secure retirement. Whether you are years away from retirement, on the verge of retirement or already retired, our professionals can help you plan for the years ahead and achieve your retirement dreams.

The true value in any retirement plan is knowledge. At Crowe MacKay, we believe that the process of planning is just as important as the actual plan itself. Collecting information, discussing priorities, making decisions and committing to future objectives. Truly understanding your financial situation and being able to clearly state your retirement goals is the first step to actually achieving those goals.

We have the experience and expertise to help our clients sort through their retirement issues, determine their financial goals and objectives and create an individualized retirement plan to meet those objectives. We work to build relationships that allow us to offer the best solutions for you. As life and business changes occur, we’re right there with you to adjust your plan as needed.

You know you want to leave your mark on the world, but exactly what will that gift be? There are countless intangible ways you will be remembered by loved ones, but what about your financial legacy? You’ve worked hard to be successful and want to see that success benefit future generations.

While ignorance may be bliss in some situations, estate planning isn’t one of them. Assets don’t just automatically pass from one generation to the next; there are taxes, estate costs and other factors that can impair your financial legacy if not secured through proper retirement planning.

For more information, contact your local Crowe MacKay advisor or download our guide to Estate Planning and Administration here.

 

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