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Preparing For Retirement

I’m About To Retire, What Do I Need To Do?

Whether you are currently employed or self-employed, you will need to make a retirement decision at some point. Retirement means that you stop all income-generating activities and rely on savings and passive income to sustain your lifestyle. That’s why it’s critical to have a solid retirement plan to ensure financial security when you stop working.
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Preparing For Retirement

Services To Consider

Clear Your Mortgage

If you have a mortgage, consider refinancing or negotiate accelerated payments with the lender.

Retirement Savings

Experts estimate that most retirees need 70 to 90% of their pre-retirement income to maintain their lifestyle.

Reduce Income Tax

In Canada, depending on the province federal and provincial income tax ranges from about 20% to over 50%.

Health Insurance*

Health insurance will save you the cost of high and unexpected medical expenses. It is also important to remember that the risk of illness increases with age.

Prepare A
Will

Writing a will helps prevent disputes by providing specific details about how your estate will be distributed after you die.

Consider A Power Of Attorney

It is a valuable resource because it empowers another person to act on your behalf when you are physically or mentally incapacitated.

Learn how we can help you achieve your financial goals

Working with you at various stages of life

“As an independent wealth management team, we guide our clients, helping them to preserve and grow their wealth over multiple generations. We focus on advising business owners, professionals and their families, specifically in the area of wealth planning – with the goal of helping our clients pass on a legacy to their loved ones”
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Client Appreciation

What Our Clients Are Saying

Overall Accureta Wealth Management team gives an Excellent service and advice. They do Holistic planning, which helped us in planning for retirement and education. Very approachable and truly transparent in their unbiased advice.

H. Singh

The team at Accureta Wealth made a tailored plan for our family, guiding us each step of the way, setting goals, defining milestones, picking investments and educating us on each step along the way. Naveen is very approachable and has been always ready to answer my questions. 

R. Kucukates

I started working with Accureta Wealth Management when our twins were born. We started small with RESP planning. We were welcomed and explained about non-registered and registered accounts in Canada, our contribution limits….

K. Bamezai

**Testimonials provided by Canadian Clients
833-292-3651 (Toll-Free) / 647-200-5204
info@accuretawealth.com
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Location

Sussex Centre
1400-90 Burnhamthorpe Road West
Mississauga, ON, L5B 3C3

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iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.

Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.

*Insurance products and services are offered through Accureta Wealth Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.

     

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