Having a Retirement Strategy

How much do I need to have saved for retirement?

The answer to this question is different for every person and requires a personalized analysis of your specific timeline and goals. My clients and I spend a lot of time discussing the short-, mid- and long-term impacts that their savings and spending strategy and investment returns will have on their retirement. This process has brought significant peace-of-mind during a very uncertain time by helping clients refocus on their long-term success. If you aren’t confident in your current retirement strategy, contact us for a link to my free 5 minute planning tool, which is an excellent place to start.  If you choose to share your results, I will be glad to discuss possible strategies to help reach your financial goals.

Tanya Wilson

Tanya Wilson, BBA, CFP, FCSI, CIM
Portfolio Manager & Certified Financial Advisor
Raymond James Ltd., member – Canadian Investor Protection Fund.