The Fournier Montgomery Group - Oakville ScotiaMcLeod - retirement planning

By: The Fournier Montgomery Group  09-12-2011
Keywords: wealth management, Planning Process, Wealth Management Team

Retirement means different things to different people. For some people, retirement means having the financial flexibility to do as they please without worrying about their finances. For others, it means finally being able to do all the things that they've always wanted to do but never had the time for.

However you envision your retirement, the best way to ensure that you reach your goals is to have a retirement plan. The process of retirement planning is relatively straightforward. Ideally, you want to make sure that you have enough income and assets to live the kind of lifestyle that you want. What makes retirement planning more difficult is determining what that lifestyle will look like and then dealing with the many variables that go into the process and the pace with which they change.

To help you, The Fournier-Montgomery Wealth Management team offers a Retirement Planning Handbook designed to provide an overview of the retirement planning process and the steps you can take to make sure you have done everything you can to plan for your retirement years.

Topics covered include the retirement planning process, retirement income sources, planning strategies, and many other retirement issues. For more information on ScotiaMcLeod retirement plans 

The information contained on this website is for use by persons resident in Canada only.

Keywords: Planning Process, Retirement Planning Process, wealth management, Wealth Management Team,

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The Fournier Montgomery Group - Oakville ScotiaMcLeod - estate planning

To give you general information on estate planning and some of the issues you need to consider, we offer our Practical Perspectives on Estate Planning Handbook. The financial component deals with the assets that you have and whether they will be sufficient to provide for your beneficiaries once they are distributed.


The Fournier Montgomery Group - Oakville ScotiaMcLeod - financial planning

These recommended solutions will guide all retirement, estate, tax, investment, and education planning decisions integrated with your overall financial strategy. The Fournier Montgomery Wealth Management team specializes in working with clients to design and implement strategies for their financial future. It is this of strategy that will ensure you are in the right position to help achieve your financial goals.


The Fournier Montgomery Group - Oakville ScotiaMcLeod - in our community

Members of the group, together with their families, have been active participants in the annual Relay for Life event since the first year that the fundraising event was introduced in Oakville. In addition, Andy is involved with general fundraising, sponsorship for low-income families that can?t afford to send their children, and is also the current Chair of the Board of Directors.


The Fournier Montgomery Group - Oakville ScotiaMcLeod - our services

A documented investment strategy that is based on a thorough assessment of your individual needs and guides portfolio monitoring and recommendations. We review the progress our clients are making towards their goals and make whatever adjustments are required to their overall plan. We are backed by a team of specialists within ScotiaMcLeod, as well as from Scotiabank and Scotia Private Client Group.