Retirement Planning Information

Investment Products as Part of a Complete Retirement Plan is a 31-page expert guide designed to help Canadians assess investment options as part of an overall retirement income plan.

• Topics include:
  • bonds,
  • cash investments,
  • common and preferred shares,
  • blue chip and growth stocks,
  • equity and fixed income investments,
  • GICs,
  • mortgage backed securities,
  • mutual funds, and
  • real estate.
• This guide refers to Canadian tax laws and is intended for Canadian residents.
• Available in PDF format.

This 9-page information package was created by McClure Financial Services Ltd. to assist Canadians in determining their pension benefits, and in contingency planning in the event of being offered a severance package. Topics include:

• government and employer-defined pension plans,
• annuity and life insurance options,
• group RRSPs,
• severance package components,
• retiring allowance,
• Defined Benefit Pension Plans.

Most Canadians don't have enough set aside for emergencies. Download the Pension and Severance Planning package and learn more about how to determine what you need.

Would you like to retire early? Of course you would! Learn how to plan for an early and financially secure retirement with this 17-page seminar developed by McClure Financial Services Ltd. Topics include:

• sources of income, and income options,
• inflation indexing,
• pension benefits,
• personal life insurance,
• group RRSPs,
• inflation-proof income deficiency analysis,
• how to determine whether you have sufficient funds to meet your monthly needs.

Retirement Planning in Canada: Retiring at the Age You Want and the Income You Want is copyright by the author. This is a Canadian retirement planning guide, and makes reference to the Income Tax Act (Canada).

Worried about saving enough for retirement? Learn how to identify and take advantage of the best ways to save for your retirement with Retirement Planning Strategies for Canadians.

Topics include:

• dynamics of financial planning,
• determining personal goals,
• sources of retirement income,
• tax consequences,
• preparation and implementation of a specific plan of action,
• alternative strategies in the event of a shortfall.

Retirement Planning Strategies for Canadians, © Chimo Financial Services. This guide is intended for Canadian citizens, whether they live in or outside of Canada.

Are you ready for retirement? Do you know the 10 most common errors of retirement planning among Canadians? Vital Knowledge for Your Retirement Planning, by Lyle Manery, BA, CLU, CHFC, walks you through the process starting with your first investment decision.

• Gain knowledge of the many issues which affect your financial future so you can make wise decisions.
• Estate creation, conservation and distribution are all integral parts of the retirement planning process. These are all covered in this book.
• Learn about the concepts and programs available in Canada that should be considered when making these important decisions.
• This guide reflects Canadian tax laws and is intended for Canadian residents.

Vital Knowledge for Your Retirement Planning is a 65-page e-book. Available in PDF format so it can be downloaded into Kindle, Sony Reader or other e-readers.