What makes your retirement unique?

Andrea Kladar, Private Client Adviser | Our Approach

We start by discovering what makes your road to retirement unique, and then develop a strategy based on your long-term investment goals and objectives. You may be nearing retirement and asking yourself, “How much money do I need to retire?” Or maybe you’re already retired. Regardless of your stage, we aim to show you key retirement-planning considerations to help you better navigate the retirement path and accomplish your long-term goals and objectives.

Important criteria we review and discuss with you on an ongoing basis include:

  • What is your time horizon for the assets?
  • What are your long-term investment goals and needs?
  • What are your cash-flow needs both now and down the road?
  • Any specific tax considerations?
  • Outside assets and income.
  • Restrictions or customizations.
  • Your comfort with our recommended strategy.

Changes in your situation:

Circumstances change. At Fisher Investments Canada, you will be assigned a dedicated Investment Counsellor who will help educate and inform you of our thoughts on the global markets. Further, your Investment Counsellor will be your primary point of contact for any changes with your individual portfolio requirements.

Ongoing education:

Education is a key part of your ongoing retirement planning. A risk many of those in retirement face is the possibility of running out of money too early. Unfortunately, many investors don’t account for how long their money truly needs to last and how much money they can safely take from their portfolios. At Fisher Investments Canada, we can help you better understand the impact your portfolio income needs can have on your investments through ongoing cash flow analysis.

To learn more about planning for your retirement download our free guide: "The 15-Minute Retirement Plan".

Investing in stock markets involves the risk of loss and there is no guarantee that all or any capital invested will be repaid. Past performance is no guarantee of future returns.