Retirement Planning

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At Mallette, we advise our clients on retirement planning as part of a comprehensive and integrated personal financial planning approach, with the participation of several of our expert resources.

Our global expertise enables us to plan and validate our clients' long-term financial security at retirement, as well as after death, in order to ensure the financial security of their loved ones.

Our global vision of retirement allows us to validate what needs to be planned in order to establish the financial security of our clients in retirement, by checking the maximum cost of living (among other things), optimising the tax disbursement, the options in the event of the sale of the business or its transfer to the family, etc.

Our personalised analysis and calculations take into account the appropriate tax treatment for each investment vehicle and corporate tax account, enabling our experts to guide our clients towards the best retirement planning decisions, such as the right time to receive the Quebec Pension Plan (QPP) retirement pension or the Old Age Security (OAS) pension, the various pension fund choices, the best time to disburse RRSPs or to draw corporate dividends.

What We Offer

  • A complete balance sheet of assets and liabilities

  • Projection of assets over time and validation of asset accumulation and disbursement

  • Personalised, objective recommendations and advice tailored to the situation

  • Regular review of the situation and adjustments where necessary

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