Understand retirement income in 4 simple steps.
Download Your Retirement Income Plan Checklist:
Step 1. Canadian retirement income system
Step 2. Develop a retirement income plan
Step 3. Be tax efficient to keep more of your hard-earned money
Step 4. Consolidate & simplify
Download Your Retirement Income Plan Checklist
Here is how we work with our clients:
- Explore your current situation
- Clarify your goals and objectives
- Develop a comprehensive financial plan with customized strategies
- Implement a holistic strategy
- Proactively monitored and updated
Get a holistic view of your financial health and personalized solutions from a trusted team of professionals:
- CERTIFIED FINANCIAL PLANNER© professionals
- Chartered financial analyst
In addition, we have access to a team of regional office specialists, including:
- o Wealth Specialists
- o Regional Estate and Insurance Specialists
- o Mortgage Advisors
- o A suite of in-house lawyers and accountants
Frequently Asked Questions (FAQ)
How can I find out how much retirement income I need?
To get started, you can download the Your Retirement Income Plan Checklist to understand retirement income in Canada, tax strategies and the importance of consolidation. However, in order to truly understand what you personally need and get a complete picture of your wealth and retirement picture, simply request a free one-on-one consultation with us.
What is a holistic view of my wealth?
Our financial planning approach incorporates integrated tax and risk management strategies across six key dimensions of your financial life including investments, insurance, retirement, estate plan, cash management and maximizing corporate investment to business succession. We’ll help you navigate uncertain times and stay focused on your long-term goals to best position you for the retirement you envision.
Why choose Struthers, Udeagha & Associates?
We provide clients with a personalized and holistic plan that is based on what truly matters the most to them and their life stage. Our areas of specialization include estate planning, pension transfer feasibility, reviewing shareholder agreements, corporate reorganization, trusts, holding companies, advanced tax minimization, cross border tax planning, and any comprehensive financial task to help build and preserve inter-generational family wealth.
What if I am already working with someone?
In order to ensure a coordinated, 360⁰ approach to managing your wealth, we work with your trusted team of professionals, whether they are accountants or lawyers, to ensure you have a holistic, synchronized wealth management solution.
Address
Struthers, Udeagha & Associates Private Wealth Management
101 - 5070 Uplands Drive, Nanaimo, BC V9T 6N1
Investors Group Financial Services Inc.
Get started today - And unleash your true financial potential.
Schedule your free in-depth consultation with our wealth specialists today!
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