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We will ensure that you:·        

Are wisely guided in terms of your portfolio holdings, insurance solutions, everyday financial decisions such as mortgages and debt reduction, and tax-effective financial and estate planning;

► Take full advantage of all the benefits offered to you by your current employer;

► Receive a written, customized investment and financial plan, with full understanding of every step and stage along the way;

► Have a road map to adequately fund your retirement plan;

► Take advantage of all tax minimization strategies;

► Minimize the tax you pay, we will incorporate the latest tax strategies and make sure you take advantage of all eligible tax credits, timing of capital gains exemption claims, and available investment planning options to improve your long-term financial situation);

► Have a strategy in place to ensure your current lifestyle will continue throughout your retirement;

► Protect your income, assets and family;

► Understand the financial options available to you and choose the ones that best suit your life;

► Borrow tax-effectively;

► Take advantage of dollar cost averaging, income splitting and creating RRSP contribution room to help minimize the tax you pay and maximize your investment potential.

Are you diligently planning for a financially secure future and asking, "Do I have enough money to live comfortably for the rest of my life?" Mitch McLean, an Ottawa-based financial advisor, is here to guide you through your retirement journey with expertise and care.

In considering the amount of hard work you put into reaching this monumental part of your life, you realize that you deserve a tailored retirement plan which will either confirm that you have done everything right, or highlight those areas where we could improve your circumstances by taking advantage of our unique tax reduction strategies.

You must protect what you have built, and execute your financial planning over the next few years just right. We can help you.

Retirement Advice and Consultation Services for your Future

We have been successfully assisting future retirees with their finances for more than 12 years.
We have the tools and resources to help you live the life you've dreamed of and make your money last.

 

Retirement Advice

Our Commitment to Your Financial Future

Expert Guidance: Benefit from nearly two decades of experience in financial services, offering personalized advice on your retirement planning, as well as portfolio holdings, insurance solutions, everyday financial decisions like mortgages and debt reduction, and tax-efficient financial and estate planning.

Maximized Employment Benefits: Ensure you're taking full advantage of all benefits provided by your employer to enhance your retirement savings and lifestyle.

Customized Financial Planning: Receive a detailed, written investment strategy and customized financial plan. Our step-by-step guidance will empower you to make informed decisions at every stage.

Strategic Retirement Savings: Design a robust financial plan that serves as a roadmap to fund your retirement dreams adequately. We offer expert retirement advice to secure your future.

Tax Minimization Expertise: With Mitch McLean, a certified financial planner, you will explore the latest tax strategies, including how to claim capital gains exemptions efficiently and utilize available planning options to improve your financial standing.

Continued Lifestyle Assurance: Put a strategy in place that ensures your current lifestyle extends seamlessly into retirement.

Asset Protection: Safeguard your income, assets, and family with comprehensive and strategic planning.

Informed Financial Choices: Navigate your financial options with ease, selecting strategies that best suit your life with guidance from a registered retirement consultant.

Optimized Borrowing and Investment: Learn how to borrow tax-effectively and leverage techniques such as dollar-cost averaging and income splitting to enhance RRSP contributions and maximize your investment potential.

Mitch McLean is a financial planner in good standing, dedicated to walking with you every step of the way as you prepare for retirement. Whether you’re exploring different types of retirement or seeking to optimize your savings plans, Mitch’s fee-only consultation ensures transparency and your best interests at heart.

Ready to Take Control of Your Retirement?

Let’s Secure Your Future Together

Reach out to Mitch McLean today to schedule your consultation. With the right planning, your retirement can be a time of fulfillment and joy. Reach out now and take the first step toward building the future you deserve.

Tell us about your retirement goals and get started today!