SERVICES
Retirees and Pre-retirees
Wealth Management
A comfortable retirement relies on the security of your assets
and the predictability of your income through a strategy
tailored to your situation.
It all starts with a plan
Your situation is unique, and your plan should be too. To achieve the financial goals you aspire to, you need to be able to count on advice tailored to your reality.
- Financial Plan Development
Let’s discuss your goals and your current situation, then establish the most effective plan to maximize your retirement income.
- Financial Plan Analysis
Already have a plan? Let’s analyze its effectiveness using realistic scenarios and see how we can do even more.
- Personalized Strategy
Based on your life goals, let’s develop a strategy that will allow you to enjoy the comfortable retirement you aspire to.
- Ongoing Support
It’s natural to have questions. At all times, benefit from expert advice backed by reliable data.
In finance, the secret is
to act early!
Obtenez des réponses claires
à vos préoccupations
La retraite amène tout un lot de questionnements au niveau financier. Obtenez des conseils éclairants sur les questions qui vous préoccupent!
- You are already retired
- You want to have more income for travel and leisure
- You want to maximize your net income while preserving your capital
- You are wondering when to start your government pensions (QPP)
- You want to reduce the impact of market volatility on your portfolio
- You are considering returning to the workforce part-time
- You will be retiring soon
- You are wondering if you have accumulated enough for retirement
- You are wondering how soon you will be able to retire
- You are wondering how to structure your investment portfolio
- You want to know if your investment portfolio is well-positioned
- You are wondering if your financial plan needs to be reviewed before you retire
Trusted investment companies we use to help our clients.
Strategies Tailored to Your Priorities
Let's discuss the solutions available to help you benefit from stable and maximized income during retirement.
Preserving your capital
You want to be able to count on a stable retirement income that is as high as possible, while preserving your capital over the long term.
Maximizing your net income
You want to make the tax system work for you to minimize your tax obligations and maximize your net income.
Minimizing the impact of volatility
You want to minimize, as much as possible, the impact of stock market volatility on your withdrawal strategy.
More monitoring means more value!
In finance, you have to keep both hands on the wheel to stay on course toward your goals. That is why, every year, you benefit from at least one comprehensive analysis of your situation and personalized recommendations.
Tax Optimizations
Opportunity Assessment
Strategy Review
Let's discuss your financial goals!
Schedule a free 30-minute consultation to discuss your financial goals and the investment strategies available to you.
The VotrePlan team is affiliated with the dealer MICA Capital Inc. Because it is independent of financial institutions, MICA offers some of the most flexible and diversified investment solutions on the market.
