Retirement & Estate Planning

Saving for retirement is a topic that all Canadians are familiar with. Company programs, whether they are shaped as Defined Benefits Pension Plans, Defined Contribution Pension Plans or Group RRSP's, are all designed to provide an organized method of building retirement capital.

Carleton Financial Group has an extensive background in retirement plan management.

Our unique and personalized one-on-one service addresses all financial matters that individuals face throughout their lifetime.

Our strategies include:

  • Estate preservation for individuals including those who are business owners
  • Retirement savings strategies including tax-elimination solutions
  • Investment recommendations through tax-deferred vehicles

Elimination of risk in the wealth accumulation stages of life.

For more information on this product, please contact our office