As Investment and Retirement Specialists (IRS), we are committed to helping you navigate the complexities of retirement planning and investment management. With years of experience, we offer tailored advice to ensure that your financial future is secure.

We can help you determine the best approach for your investments, focusing on both growth strategies and effective withdrawal methods. We also offer expert counseling on how to handle your pension funds or severance pay when you leave a job, helping you make informed decisions that benefit your financial health.

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Key areas of expertise include:

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• Advising on the most effective retirement strategy to adopt based on your goals and financial situation.

• Determining the optimal time to convert your RRSP into an RRIF to maximize your retirement income.

• Assisting you in deciding which income or investment to draw on first to ensure you get the most out of your savings.

• Guiding you through the decision to transfer your pension plan to a new employer or leave the funds in your former employer's pension plan, ensuring you make the best choice for your future.

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No matter where you are in your retirement journey, our goal is to help you make confident, informed financial decisions that align with your unique circumstances. Let’s plan for a secure and prosperous future together.