Planning for a Secure and Fulfilling Retirement
Retirement should be a time of confidence and fulfillment, not uncertainty. At Compass Wealth, we help you navigate the complexities of retirement planning, ensuring you have the financial security and flexibility to enjoy this next chapter of life.
Retirement Savings Strategies
Building a strong retirement foundation means choosing the right savings vehicles. We help you optimize TFSAs, RRSPs, and non-registered accounts to maximize growth and tax efficiency, ensuring your savings align with your long-term goals.
Pension & Government Benefits Optimization
Understanding how to integrate CPP, OAS, and private pensions into your plan is crucial. We guide you in making informed decisions on when to draw benefits to maximize income while minimizing tax implications.
Lifestyle & Legacy Planning
Retirement is more than just finances—it’s about maintaining your lifestyle and leaving a meaningful legacy. We help create strategies that align your income needs with your aspirations, ensuring you can support loved ones and causes that matter.