Planning for your retirement - and for the needs of your beneficiaries - can seem overwhelming. How much will you need for your golden years and what will you be able to leave behind? Will your assets be taxed and, if so, by how much? Scotiabank can help you get started - with access to helpful articles, useful online tools and videos, and seasoned Scotiabank advisors.
Writing your retirement plan and your will can help you identify your long-term financial goals and narrow your investment options. If your retirement is years away, you might want to consider higher risk investments that are more likely to yield a higher rate of return. But if you're nearing retirement, you'll likely want something more conservative. In either case, a well written plan will help you to set your goals and expectations.
Exactly how much should you invest and where? What investments deliver the highest returns and which are the most secure? Should your portfolio feture a mix of low, moderate and high risk assets? Your Scotiabank advisor can help you create a personalized and detailed plan to meet all of your retirement and estate planning concerns.
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Find out how well your current savings and future contributions will provide for your retirement and learn how to address potential shortfalls.Use this tool
These interactive tools can help you with RRSP decision-making, retirement income planning, selecting appropriate investments, and more.