Retirement is a whole new stage in your life, and it should be on your terms. We can help you prepare and plan out every part.
Whether you’re only thinking about it or are already retired, good retirement planning is what it takes to succeed. Together with our advisors, you can create a strategy and set the stage to enjoy your golden years. We’ll tailor our solutions to fit your lifestyle, habits and aspirations.
Learn about the steps to take to prepare for your retirement and how to secure and grow your money along the way.
Once the time comes, find out how to comfortably transition your savings into retirement income and organize your assets.
If you have a long-term partner and are planning to retire together, explore income opportunities for couples.
Your retirement income comes in many forms. You may have a guaranteed income from work, Canadian (or Quebec) Pension Plan, Old Age Security and your own savings. We can help make sure that what you have is enough for the life you want, and the money you invested is available if you need it.
If your workplace retirement and savings plan was with Canada Life, you can seamlessly transfer your account to the Freedom Financial ™ NextStep™ plan. You keep the great group rates, with fees generally lower than retail.
Estate protection is a way to know your hard-earned legacy will be passed on to the people and causes you care about.
It helps you protect and potentially grow your wealth, secure a smooth estate transition and avoid unnecessary fees in the process.
Take advantage of the convenience, flexibility and lower costs of your Canada Life workplace pension as you work towards your retirement goals.