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If you do not know where you are going, you will probably end up there.

Most Canadians drift through life assuming that everything will work out when you retire – the truth is very different though. You may be heading for retirement age, and then you find yourself facing the prospect of having to keep on working, indefinitely. Others will face the prospect of selling your beloved homes and buying down to meet your budget, as hopes of your dream retirement holidays evaporate too.

With our busy lives today, it can be a daunting task to establish a Financial Plan and yet avoiding the process can be one of the biggest barriers to achieving your goals. With the possibility of people living 25 or more years after you have stopped working, the focus now shifts towards developing a retirement strategy that can help ensure you reach your personal goals and do not outlive your savings.

Few people ever stop working or retire completely without a Financial Plan. Does that worry you? It certainly should if you do not already have one in place – why not share your dreams with one of our CFP professionals today? You will have a better idea of when you will be able to retire, when you have answers to the following questions:

  • How well are your current priorities balanced against your future needs?

  • When will you be able to afford to stop working, yet keep your home?

  • At what point in time will your investment income be sufficient in itself?

  • When will your investment portfolio also be able to cover you against health and other risks?


Let WDG Inc. take the burden of your stresses away and help you customize a strategy plan that will help you to achieve your desired expectations and hopefully exceed your goals.