Saving for retirement

Years from retirement: More than 30 years

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ISSUE

Finding the savings to set aside.

How your advisor can help:

  • Find the money to establish a regular savings plan based on your monthly budget.
  • Identify opportunities for making lump-sum contributions to your plan.
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ISSUE

Balancing your financial priorities.

How your advisor can help:

  • Offer strategies that take into account each of your financial goals.

Use the Financial priority planner to help you gauge the importance of all financial priorities.

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ISSUE

Evaluating company savings plans, stock purchase plans and group registered retirement savings plans (RRSPs).

How your advisor can help:

  • Provide an objective evaluation of how these programs can help you save for retirement.
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ISSUE

Making the best use of your tax refund.

How your advisor can help:

  • Make recommendations on how any tax refund can be used to further your financial plan.