Retirement Planning

Personalized Retirement Advice & Solutions

In Canada, as in most other countries, it’s important to begin planning for retirement well in advance, but retirement planning constitutes more than just saving for the future. You’ll need the help of a certified retirement planning counselor you can trust who will help you develop a high quality retirement program.

Retirement planning poses some difficult questions. For instance: at what age do you want to retire? How much annual income will you need for your retirement years? What is the current market value of all your savings and investments and what is a realistic rate of return on these investments? Whether you’re planning to retire in Victoria, elsewhere in Canada or abroad, your retirement plan should include your income plan, estate plan, objectives, and how you plan to pay yourself in retirement.

At Bell & Company, our expertise and innovation can help you address these complex factors to make the most of your retirement. A certified retirement planning counselor will work closely with you to not only understand your financial situation, but also your lifestyle goals. This advisor will help you design a retirement program that not only benefits you initially, but also meets your needs all the way through retirement so you can relax in the knowledge that your future is safe and sorted.

Whatever your goals for retirement, call us today to schedule a consultation.

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