Retirement and Estate Planning
Experience the confidence of a life-long blueprint
We leave nothing to chance when it comes to planning your prosperity.
Retirement planning
Your retirement plan is a blueprint for your short-, medium- and long-term goals. Whether you are a retiree, employee, executive, professional, or business owner, our retirement planning specialists will analyze your situation and recommend a detailed plan to optimize your overall financial security. Your retirement plan will reflect your most important priorities, and help define the asset growth and income generation targets of your registered savings plans and other investment portfolios.
Estate planning
You may not be thinking about estate planning, but at PWL we know that estate planning strategies are often most effective when implemented earlier in life. We'll analyze in detail your estate settlement and taxation. Then we'll present you with a proposal to maximize the value of your estate and preserve it for future generations. Our in-house experts can assist you with life insurance solutions, legal trusts and other vehicles to achieve your goals while ensuring that your estate planning strategy dovetails with your other financial interests.
Business owners, professionals, and executives
Many business owners and executives have unique financial planning challenges. At PWL, we can turn challenges into opportunities through such services as business succession planning, professional incorporation, executive stock option strategies, and analysis of pension plan alternatives. Your PWL advisor can line these unique considerations with your broader financial, estate and tax plans to create a truly cohesive solution.