Wealth Cycle 3

I am planning for my retirement or succession


Where has the time gone? I’ve worked all my life to build this business. Now it’s time to start slowing things down.


  • I’m not getting any younger, will my family be ok without me?
  • What is the best way to build a succession plan for my business?
  • Do I have enough money saved for my retirement? How much money do I need?
  • In the event of a critical illness, will I have the money to make the necessary lifestyle changes?
  • I’ve contributed to my RRSP’s for years, now I want to optimize them
START PLANNING
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