If you are already retired, you are familiar with the unique financial complexities that need to be managed on a day to day basis. You now have to generate an income from 5 to 10 investment accounts and company pensions. You need to figure out if now is the best time to start your CPP or OAS pension, or how to split income with a spouse.

Unfortunately our retirement system in Canada is incredibly complex, if you do not manage properly you can run into situations where you lose some of your OAS pension, or certain tax credits. You also need to start thinking about how to manage your estate, and if your spouse is set up to be taken care of, and how you are going to pass on your wealth to loved ones and causes you care about.

Retirement Income Group got its name for helping retirees manage their income in a tax efficient and effective way. We know that in Canada a lot of your pensions and benefits are income tested, and that managing your income effectively means a larger estate and bigger charitable donations for the causes you care about.

We can make it simple.