Personalized advice goes beyond evaluating numbers to give you insightful retirement strategies.  Our approach begins with a deep understanding of what truly matters to you and how your needs might evolve – to ensure your plan today meets the needs of your tomorrow.

Your retirement plan should keep pace with your life.  

  • First, we’ll take the time to clearly understand your goals and objectives to create a comprehensive plan with customized strategies.
  • As your retirement savings grow, we’ll identify additional opportunities to create financial flexibility with tax-efficient strategies.

We will proactively monitor your strategy to determine income gaps, ensure asset sustainability, and suggest appropriate product or planning alternatives.

Commonly Asked Questions

  • How to retire early in Canada?

    We start by creating a clear picture of your retirement lifestyle, when you want it to start and how we’ll get you there. There’s so much more to real retirement planning than simply growing investments. A true retirement plan takes into account the retirement lifestyle you want and how much you’ll need, inflation and life expectancy risks, managing debts, and a tax-efficient plan for retirement income. Donnelly Group will work out your retirement income needs based on your income, goals and precise calculations.

    Source (Beginning to plan for retirement | IG Wealth Management)

  • How to plan for retirement?

    Many Canadians spend years contributing to a “retirement plan” without realizing it’s actually just an investment plan. For a financially secure retirement, you need a concrete idea of how much you’ll need to save, and also consider inflation-proofing, life expectancy risks and tax efficiency. Donnelly Group will help you to become aware of all your retirement income sources and discover any shortfalls that might require additional future saving.

    Source (Actively planning for retirement | IG Wealth Management)

  • Can I retire at 60 in Canada?

    We develop a withdrawal strategy for investments, pensions and savings to provide the most tax-efficient, consistent income and the confidence to retire when you are ready. As you get close to retirement, there are several steps you need to take to be fully prepared. This is where a comprehensive retirement plan comes into play; it outlines which income sources to draw from first to provide an ample and steady, tax-efficient income.

    Source (Approaching retirement | IG Wealth Management)

  • Who to talk to about retirement planning?

    Take the first step today: Whatever vision you have for retirement, now is the time to work with Donnelly Group Private Wealth Management to make sure that you’ve considered all of your options. Together, you can create a plan based on your goals while always knowing it will continue to adapt and change with you in this exciting and rewarding next chapter of your life.

    Source (Mastering retirement starts with a plan by IG Wealth)

  • How to develop a retirement plan?

    A true retirement plan includes many different aspects of your personal and financial life, to help ensure you get to retire when you want to, with the kind of retirement lifestyle you’ve always wanted. A few things to consider before speaking to our team are to determine what kind of retirement you want, when you want to retire and how much you’ll need to finance your retirement. At Donnelly Group Private Wealth Management, we prioritize our clients goals to help develop a retirement plan and ensure nothing is missing. We will work closely with you to create your Living Plan, which incorporates every aspect of your financial life, including your retirement plan. The retirement plan component is meticulously designed to ensure that you hit your retirement goals, in the most tax-efficient way possible.

    Source (What’s missing from your retirement planning? By IG Wealth)

  • What are the steps to retirement planning?

    There are three consistent steps that we review for retirement planning which include the following. Planning for the retirement lifestyle you want and when. From there, we will work out your retirement income needs and finally, help you understand the most tax-efficient way to draw on your investments and pensions.

    Source (Beginning to plan for retirement | IG Wealth Management)