For Retirees
Telephone: 519-539-8212 | Toll-free: 1-888-539-8212 | Fax: 519-539-7415

Financial Planning for Retirees

retiredYou have worked hard and are looking forward to retirement where you can spend time enjoying life doing the things you love. Whether that includes travelling, family, hobbies, sports or volunteering you need the confidence that your finances can support your lifestyle. Our Process – the Wealth Evolution Solution ™(WES) allows you to understand what you can expect from your assets in retirement.

  • 1. Discovery Session
  • 2. WES Blueprint
  • 3. Wealth Protector
  • 4. Wealth Enhancer
  • 5. Tax Integrator
  • 6. Wealth Transfer
  • 7. WES Reviews
  • 8. Friends and Family

1. Discovery Session

Through our Discovery Session we will gather the relevant information on your current financial and life situation and take time to understand what is most important to you. This would include gathering recent information on your investments, Income tax returns and information on your insurance policies and estate plans.

2. WES Blueprint

We will provide you with an initial review of your situation including a written financial plan. This will include a professional opinion on whether your goals are within reach or if adjustment is needed with your investments or income expectations. We will identify a recommended investment strategy and any areas that need improvement or adjustment.

Once you have decided to move ahead with the implementation of our recommendations we will focus on the following areas.

3. Wealth Protector

The Wealth Protector process identifies if there are gaps in your current insurance plan. We look at life insurance and long term care insurance options and help you determine if your current plans are adequate to meet your needs.

4. Wealth Enhancer

Through the Wealth Enhancer process you will see how our relative strength investment strategy can position your investments for growth and income over the long term with protection from significant volatility. An income strategy will be recommended to identify the best way to generate income from your retirement savings, non-registered accounts and tax-free savings accounts.

5. Tax Integrator

We will review your current plan for tax efficiency and recommend changes to minimize tax now and over the longer term.

6. Wealth Transfer

Many of our clients have significant assets that will pass to the next generation or charity. Others have elderly parents and are concerned about how their estate and wills are set up. We can review your wills and allocate your investments and insurance to simplify the estate administration and ensure your wishes are met.

7. WES Reviews

As a client of Green Private Wealth Counsel we will schedule regular reviews so you are kept aware of progress towards your goals. We regularly report, analyze and adjust your plan to keep you on track. This is the most important part of forming a successful partnership with our clients.

8. Friends and Family

As a service to our clients we offer a complimentary Financial Planning review for friends and family members. This is a short 45 minute meeting where we ask a few questions and share our process with them. We can then identify if they would be a good fit for our services or if they are on the right track with their current advisor.

 

HollisWealth® is a division of Industrial Alliance Securities Inc., a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Green Private Wealth Counsel is an independent company unrelated to HollisWealth and Industrial Alliance Securities Inc. Industrial Alliance Securities Inc. and its related and affiliated companies have no liability for Paul Green.
 
HollisWealth and the Alliance Securities Inc. companies do not provide income tax preparation services nor do they supervise or review other persons who may provide such services.
 
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are those of the advisor alone and not those of HollisWealth® is a division of Industrial Alliance Securities Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Industrial Alliance Securities Inc.representative is not registered.