Retirement & Estate Planning
At Greenfeld Financial, our team works closely with you to ensure your retirement future is secure.
We can assist you with:
When to convert an RRSP to a Retirement Income Fund (RIF)
- When to take OAP & CPP
Group Pension Planning
Portfolio adjustments for income generation
Estate planning is just as important. Specifically, estate planning allows you to decide exactly who will benefit from their estate, and to what extent. Estate planning also ensures that the estate will not be destroyed by taxes imposed on the transfer of assets at death.
*Insurance products provided through Hollis Insurance Agency. Only those services offered through HollisWealth, a division of Industrial Alliance Securities Inc. are covered by the Canadian Investor Protection Fund.