Individuals & Families

Retirement

Retirement for Individuals & Families

• Preparing Your Investments for Retirement
  As you approach Retirement, there are a couple of key steps that you may want to take with your Registered Retirement Savings Plan (RRSP) and other investments.

• Choosing the Right Retirement Income Options
  Spending some time figuring out what your retirement income requirements are will help you determine which income option or combination of options will help keep your money working for you.

• Registered Retirement Income Fund (RRIF)
  Using a RRIF as part of your retirement income can give you financial flexibility when you need it.

• Individual & Family Annuities
  Annuities are a different form of retirement income. They are a steady stream of income, protected from the ups and downs of the market.

• Reducing Taxes at Death
  Strategies to help you give more to your heirs than the Canada Revenue Agency when you die.

• Mutual Funds are distributed through Desjardins Financial Security Investments Inc. (DFS Investments)

• Life and health insurance products are provided by Capital Estate Planning Corp. through PPI Solutions. Life and health insurance products and services are not available through Desjardins Financial Security Investments Inc. (DFS Investments) nor are the insurance plans or services available and/or offered supervised or reviewed by DFS Investments. DFS Investments is the Mutual Fund dealer through which Mutual Fund products and services are provided.