Andrew Baxter - Sun Life Financial Associate Advisor

Andrew Baxter - Sun Life Financial Associate Advisor

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I Specialize In:
- Helping people age 40-65 plan for their transition into retirement
- Income optimization in retirement
- Assistance with estate planning

What’s the best way to tap your retirement income? 04/09/2019

Did you know there are over 479 million different ways for a Canadian to tap into their retirement income?

Do you know the most efficient way to do so, that puts the most money in your pocket?

Do you know how your savings will be taxed when you withdraw it?

Are you saving enough now for retirement?

Have you factored inflation into your saving?

Let’s face it. The inevitable point where you choose or are forced to stop working is a very scary thought for most Canadians.

You will need a steady, lifetime income. You will need a plan to optimize that income. You will need a plan to optimize your estate.

I fully appreciate that you only have one shot at retiring the way you want.

I want to help you make a financial road map, customized specifically to you (because you’re one in 479 million!) so that you can answer all the above questions with confidence!

I want to help you make a rock-solid plan, so that “scary day” doesn’t keep you up at night anymore.

I want you to have confidence in your retirement!

Book a phone call with me by clicking on the link below.

https://fb.com/book/840082866327483/

After you select a time, please enter the best number to reach you in the “phone number” or “appointment notes” box.

This call will be all about getting to know YOU. What are your goals, what age do you want to retire, what kind of lifestyle do you want to have? etc.

Can’t wait to speak with you. 😊

Andrew

What’s the best way to tap your retirement income? RRSP, CPP, TFSA, OAS, company pension: When and in what order you start drawing your retirement income will make a difference to your bottom line.

No children? Here’s how to plan your estate 03/19/2019

We can help.

Book a meeting with us today.
519-577-6034
[email protected]

No children? Here’s how to plan your estate These practical tips will help ensure the money you worked so hard for goes to the people (and causes) you love – with as little stress as possible.

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Telephone

Address


508 Riverbend Drive, Suite 102
Kitchener, ON
N2K3S2

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm