Benefits of Retirement

June 25th, 2019

From investing actively into maintaining yourself a balanced and healthy lifestyle all the way to celebrating a money-smart mind, planning your retirement carefully and properly supplements you with a range of additional benefits that you might enjoy. Whether you plan to retire early in Ottawa to gain access to the freedom and the time you get from escaping the grind, or hope to guide yourself on a pathway that leads… Read More»

What is the Concept and Meaning of Retirement?

June 24th, 2019

Retirement is one of the goals of every working person’s life. Go old and retire. We hear it so often. According to the dictionary, retirement is “to stop working at one’s occupation,” or “withdraw from one’s position or occupation or from active working life.” However, retirement cannot be achieved in today’s world without having the appropriate planning and funds in motion well before you reach retirement age. Moreover, many people… Read More»

How Much Do I Need to Save For Retirement in Canada?

June 24th, 2019

There’s no need to lose sleep over planning for retirement if you learn some financial concepts and plan for your financial independence accordingly. Presently, low interest rates have made it effortless to secure loans and other financial products, but those same low interest rates made growing savings and investments is challenging. Therefore, you need to know more than how much you need for retirement in Canada. You need to know… Read More»

Choosing a Retirement Home: Ottawa, Ontario Checklist

April 15th, 2019

Download the PDF Checklist While you are evaluating your retirement home options in Ottawa, Ontario, keep in mind the following important points, and check them off when they meet that particular standard for retirement. Atmosphere: As you arrive at the residence, do you like its location and outward appearance? As you enter the lobby and tour the residence, is the decor attractive and homelike? Did you receive a warm greeting… Read More»

Ottawa Financial Services

April 4th, 2019

[slider id=”42″] Our Process 1. Plan Complimentary no obligation financial consultation Evaluation of your current financial situation Develop a financial plan and implement strategies to meet your financial goals Click here 2. Protect Analyze existing work benefits and/or individual insurance plans Help you understand the importance of various types of insurance and simplify your options Maximize benefits and minimize costs Click here 3. Prosper On-going personal reviews to monitor and… Read More»