Design a financial plan

Navigating your financial journey
 

Overview

With a personal approach, we’ll help you to set priorities, achieve your goals and plan for life’s unexpected twists and turns.

Plan to build an income-generating portfolio for a comfortable retirement, provide post secondary education for your children and perhaps grandchildren, consolidate your investments or leave a lasting legacy.

We’ll provide expert services in tax planning, insurance†, cash flow, and estate planning.

Many Macquarie Private Wealth Investment Advisors specialize in financial planning. Find one in your area.

Plan for retirement

Retirement years last longer today. MPW advisors can help you build an income-generating portfolio to provide the steady cash flow you need. The number of Canadians to live past 100 has soared well into the thousands and is increasing. On average, most of us will spend at least 35 years in retirement—and will be healthy and fit enough to live fully for most of those years.

Retirement is about more than money. Our advisors consider family, health and lifestyle issues, conduct a financial check-up, pension plan assessment and, in some cases, we include a valuation and analysis of your insurance† policies and employment retirement package. We’ll review and update your current retirement plan, and show you how to generate more tax-efficient income.

Many Macquarie Private Wealth Investment Advisors specialize in retirement planning. Find one in your area.

Plan your estate

Estate and tax planning are absolutely essential. If you have not already done so, we will help you establish a Will and Power of Attorney.

Trusts can help you to ensure that your wishes regarding the course of your wealth are honoured — during your life and beyond. If you have a family business, we will discuss its sale, succession or role in your retirement years.

We will connect with your team of legal and accounting experts to ensure you have a cohesive, coordinated estate plan.

Select MPW advisors specialize in trusts and estate planning. Find one in your area.

†Insurance products and services are offered through life insurance licensed Advisors through Macquarie Insurance Services Ltd., a wholly owned subsidiary of Macquarie Private Wealth Inc. (“MPW”).

The comments contained herein are general in nature and are not intended to be, nor should be construed to be, legal or tax advice to any particular individual. Accordingly, individuals should consult their own tax advisors for advice with respect to the tax consequences to them, having regard to their own particular circumstances.