Saving for retirement

Setting priorities

The first thing you need to do in your retirement planning process is to identify your current financial priorities and future goals, to provide a solid foundation for your retirement plan.

priority list

It’s all about priorities.

To get started, fill out the Financial priority planner checklist; it will clarify your priorities and provide your advisor with valuable information for a long-term plan.

Various retirement issues should be considered at different points in your life, including

  • balancing financial priorities
  • maximizing RRSP contributions
  • income splitting
  • boosting savings and investment returns
  • early retirement options