Retirement Planning

Early retirement planning is critical because it typically takes many years to accumulate the necessary funds to live comfortably when you no longer have the benefits of a salary or income from your business. If you start investing early in your working life, funds will compound and grow over time, providing you with substantial resources to navigate your retirement years. Our team can assist you in developing a retirement plan as well as optimizing and utilizing various financial instruments (such as TFSAs, RRSPs/RRIFs, IPPs, etc.) to help you achieve your objectives.

If you are in the process of accumulating wealth, STANDUP Advisors can guide you through the process and help you answer the following questions:

At STANDUP Advisors, we believe that developing a comprehensive financial plan that meets your goals and objectives should start with a thorough examination of your current financial situation and desired future. Starting from a place of understanding allows us to determine what types of financial tools, instruments, and opportunities will best help you achieve your financial goals.

STANDUP Advisors will assist you in making informed decisions and methodically planning to ensure that you build, grow, and protect your wealth.

It is not too late to take charge of your financial future.

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document.  Wellington-Altus Financial Inc. (Wellington-Altus) is the parent company to Wellington-Altus Private Wealth (WAPW), Wellington-Altus Private Counsel Inc. (WAPC), Wellington-Altus Insurance Inc. (WAII) and Wellington-Altus USA. Wellington-Altus (WA) does not guarantee the accuracy or completeness of the information contained herein, nor does WA assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor. WAPW is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada.

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