Jon & Linda

Jon & Linda: Thinking About Retirement

"We've saved up what we think is a good amount, but how much is enough?"

Jon: We started setting aside money about 15 years ago; first in GICs at the bank, and then in mutual funds a few years later. Our son Robin is moving out and into his first condo so in a few months we're going to have a lot more money to put towards our RRSPs - our grocery bill alone should drop about $400 a month!

Linda: I know that Jon's insurance at work will end when he retires and our neighbour mentioned the other day that he had purchased long term care insurance. Jon's not too worried about insurance, but it is on my mind. We'd also like someone to help manage our investments as they've grown to about $650,000 over the years.

Jon: We're pretty proud of what we've managed to squirrel away over the years but we're not sure if it's enough. We've got about seven years until retirement so we're looking for an advisor to help us understand how much income we can expect from the Canada Pension Plan and our investments so that we have a better idea of how much we should be saving each month.  The Financial Plan Wealth Strategies provides gives a clear and concise view of where our future is headed.

Linda: And then there's Robin's wedding next year... we'd love to help out with that!


HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. This information has been prepared by Robert Abboud and Mathieu Paradis for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. Robert Abboud and Mathieu Paradis can open accounts only in the provinces where they are registered. For more information about HollisWealth®, please consult the official website at . Wealth Strategies is a personal trade name of Robert Abboud and Mathieu Paradis.


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