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It all starts with having a vision of what you want your future to look like. From there, we work alongside our clients to create a plan to help them get to where they want to be. Our iterative planning process combined with our custom client reporting, lets you know how you’re tracking towards your goals. Life is filled with uncertainty, so if your circumstances evolve, your plan will too. Our approach to risk management helps ensure you are protected along the way.
In this stage, it’s important to try on the retirement lifestyle you chose to see how it fits. We refer to this as retirement bootcamp. Clients will test out the financial plan we have created and will receive ongoing support to ensure they are living comfortably and reaching the goals they have outlined. Transitioning into retirement can be emotional. For most clients, this helps them feel financially secure and gives them the confidence needed to begin the next chapter. For others, it can be a time of reflection. They may choose to work a few more years to increase their contributions before retirement. We’re there to support you during this time. We provide guidance and keep you informed of the best options and strategies available to you.
Once you have reached retirement, it is important to continue to monitor your financial well-being. The team at RiverKeeper Wealth Management is here to support you by implementing strategies to help maximize your income stream, guide you to make safe withdrawals and ensure your estate plan is in order. With our team's guidance, you can mitigate the uncertainty that often arises – will my stream run dry? What will happen to those I leave behind? Can I pass along something to the next generations?
Reach out to us at email@example.com or call 1-800-701-7279 to start the conversation and discover how we can help you. We will explore what your vision is for the future, determine your retirement number and discuss strategies to get you there. What’s a retirement number? It’s the amount of money you will need to retire comfortably and remain comfortably retired. Everyone should know their number, but few do. It’s as unique as your fingerprint - this number is specific to you, your circumstances and goals.
The team at RiverKeeper prides itself on delivering a personalized approach. We work with our clients directly to understand what their goals and aspirations are for the present and future. With this knowledge, we can create a plan tailored specifically to you. We are there at every step of the retirement planning process and ensure you have the tools to succeed.
We apply concepts of behavioural finance in our approach to wealth management to help ensure you get the best result possible. Research studies on behavioural economics and finance show that despite one’s best intentions to make rational decisions, emotions and unconscious biases often influence choices that can impact financial results. To avoid these potential pitfalls, we are here to guide you and monitor your progress. Creating and sticking to a long-term plan also improves the ability to keep emotions and biases out of decision making. This is why we feel strongly about open communication with our clients, are relentless in our approach to planning and anchor our discussions around it.
We want to you to feel confident in knowing how you are tracking towards your goals, so we created custom client reporting that does just that. We’ll be there each step of the way, as an advisor and coach, to guide you towards the life you envisioned.
|• Investment management
• Wealth planning
• Tax minimization strategies
• Business succession planning
• Private banking solutions
• Customized credit
• Cash and deposit management
|• Strategies for inter-generational wealth transfer
• Philanthropic giving & planning
• Will & estate planning
• Power of attorney services
• Executor services
• Trustee services
|• Food4Kids Niagara
• Child Advocacy
• Fort Erie Project Share Niagara Falls
• Hope Center Port Colborne
• Big Brothers & Big Sisters
• Meals on Wheels
• Walker Family Cancer Centre
• Alzheimer Society Niagara Foundation
|• Niagara Falls Outreach
• Salvation Army
• Healthy Heart-Heart Niagara
• Pathstone Foundation
• Wellspring Niagara
• Wells of Hope
• Start Me Up Niagara COVID-19 Critical Response campaign
• Niagara Falls Soup Kitchen
• Community Outreach Program Erie
• Socks for Change
Toll Free: 1(800) 701-7279
Fax: (905) 682-2601
Branch Office: (905) 704-1405
Branch Fax: (905) 682-2601
Canada Revenue Agency (CRA) Account Login
|Canadian Pension Plan (CPP)|
|Old Age Security (OAS)|
|Ontario Disability Support Program (ODSP)
Registered Education Savings Plans (RESPs)
Life Insurance as an estate planning tool
Retirement is coming
Registered Retirement Income Fund
Registered Retirement Savings Plan
The Tax-Free Savings Account
At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you. You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers. It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.
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