Making sure you have enough to retire is top of mind for you. Dan can work with you over the long-term and short-term to build your nest-egg, protect it and devise tax strategies once you've retired.
As you enter into retirement, you and Dan will have created a portfolio that provides flexibility and tax-efficiency using proven income products.
Retirement planning involves much more customization than ever before. Your financial planner has to understand what your retirement lifestyle will look like before recommendations can be made on your financial plan.
Having enough to live off is one thing… Having more flexibility and more tax advantages from the same amount of money is another!
Dan Allen help clients create tax efficient retirement plans starting many years in advance of retirement. Using strategies previously reserved for the wealthy, Dan can help you save thousands in taxes while creating tax efficient retirement income in the future.
By properly balancing your RRSP and non-registered investments prior to retirement and then planning your retirement income, Dan can help qualify qualify for more government benefits and pay less tax in retirement.