Planning an Early Retirement in Canada | TMFG | Assante

Early Retirement in Canada

Building confidence toward your early retirement, so you can feel about life during retirement.

After years of hard work, will I have enough money to live comfortably?

The problem is, most of us don’t have a solid financial plan in place to get us to and through retirement. Without it, we’re left feeling anxious – “after years of hard work, will I have enough?”

  • Will I outlive my money?

  • Will I be able to maintain my lifestyle?

  • What can I do to prepare for unexpected expenses?

  • How do I choose an advisor that has my best interest in mind?
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You Don’t Have to Face Retirement with Worry & Confusion

You deserve a custom-built plan by a trusted Financial Advisor to unite all of your assets and wealth into a solid strategy for steady retirement income.

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Know that You're on Track.

Our Financial Advisors do more than help
you acquire wealth, we:

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Help You Build a Plan

Build a strategic plan for an exciting future that gets you to and through retirement with confidence.

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Stand by You

We take the journey with you as a long-term, trusted partner who has your best interest in mind.

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Guide You

Stay informed through regular meetings, events, weekly podcasts and videos and monthly newsletters.

A Retirement Plan Tailored to Your Unique Goals.

You’ve worked hard to build up a nest egg, and you may need it to last 20, 30, 40, or even more years.

You want to make the right retirement decisions, and you want to find someone you can trust to guide you in the right direction. That’s where we come in; to help you make more confident and informed financial decisions for your future.

The McClelland Financial Group of Assante Capital Management Ltd. isn’t owned by a large corporation with “one size fits all” retirement plans. We are an independent financial advisory group that listens to you and your needs. We work with you to create a customized retirement plan for you and your retirement dreams.

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FREE RESOURCE

10 Critical Mistakes People Make When Planning for Retirement.

By providing your e-mail address you provide The McClelland Financial Group of Assante Capital Management Ltd. with your express consent to send you electronic communications. If you choose to discontinue receiving e-mails, you may withdraw consent by contacting tmfg@assante.com.

How to Become a Client

1

Discovery process

Meet us face to face or online, to see if we’re a good fit and discuss your goals.

2

Action plan

Review your custom-built financial plan and ask any questions and offer feedback.

3

Commitment

Discuss the implementation of your plan, sign paperwork and begin your journey towards financial success.

Meet the Team

You don’t have to live with uncertainty about your future. Instead, you can know you’re on track to maintain your standard of living in retirement and have enough left over to have some fun while you’re at it!

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Financial Planning Advice from Canada's Top Financial Advisors

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By providing your email address, you provide us with your express consent to send you commercial electronic messages related to finances and/or investments that maybe of interest to you. Should you wish to discontinue receiving emails of this nature, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded – it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on Assante’s commitment to privacy and responsible use of information, please visit www.assante.com/privacy-policy.

Toronto's Top Financial Advisors

CI Assante Wealth Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Wealth planning services may be provided by an accredited CI Assante Advisor or through Cl Assante Private Client, a division of Cl Private Counsel LP, or a non-affiliated third party. Insurance products and services are provided through Assante Estate and Insurance Services Inc.