Retire With Confidence

Retirement Financial Planning

Whether you want to quit working, work part-time, or even start a new career or business, PlayCheques is here to help. We help you know where your retirement paycheque is coming from regardless of the markets, so your biggest question is what wine to have with dinner. Our CFP-designated financial planners connect you to your money, meaningfully.

ASSOCIATIONS

DESIGNATIONS

Get Your Finances In Order for Long-Term Results

GIC Strategy to Combat Inflation

Our Certified Financial Planners develop your plan to secure your savings from negative markets. We first help you separate the income you need from the income you want, and then we can utilize a 3-year GIC strategy for any gap in your needed income.

Equities & Securities for Growing Wealth

Savings you won’t need to use within the next 5 years can be left to grow and compound. A diversified investment portfolio, built with large and well-known companies, can help you keep ahead of inflation.

Ask Us How We Can Help

Financial Solutions for Early Retirees

Some of our clients are interested in retiring early so they can start a post-retirement business, while others wish to enter full or semi-retirement for leisure purposes. Whatever your goals are, every piece of our financial advice is geared toward helping you realize the retirement life you dream of.

Enable Early Retirement for Free Time

Avoid income interruption that could derail your plans to retire with risk management and insurance that suits you, your lifestyle, and your goals. This keeps your financial independence clearly in sight, so you can look forward to enjoying more free time.

Ease Your Financial Transition to Retirement

The day you retire, all the rules change. Should you keep debt into retirement or pay more tax to get rid of it first? Do average rates of returns matter, or the sequence of returns? How much of a bite of your savings will taxes have, and how can you ensure you never outlive your savings? Our Certified Financial Planners will help you understand your own unique answers to these and other questions.

Spend more now, less later….or less now and more later?

Whether you would prefer to spend more in your early retirement years while you have your health, or would prefer to keep more for a rainy day, our Certified Financial Planners are here to help customize your retirement income.

Keep the Taxman off Your Savings

How you decide to allocate your income and savings determines the timing and the amount of the tax you are choosing to pay. Let our Certified Financial Planners help you reduce how much of your work goes to tax, rather than to you and your family.

Financial Planning for Retirees

PlayCheques has the dedication, priorities, and experience you need to maximize your retirement while minimizing your risks, whether that means making CPP income calculations with our experts or analyzing your current savings. Our estate planning services take that a step further and help you disinherit the taxman from your estate, transferring the most to the family, community and charity you care most about. Retirees need integrated financial advice from financial planners like us, who are here to stay and in for the long haul.

Personal Success Stories

"Playcheques was uber professional from start to finish. I never felt like anything was left to chance and every avenue was discussed with me so the best solution was achieved for me and my family. Would recommend them all day long. "

Deane T.

"Adrian George is professional and honest in with all of his clients. He optimizes everything and looks at his clients entire life situation to make a customized plan that works efficiently. There's no reason to use any other financial house than Playcheques in my opinion. "

Dr. John T.

"These fellows know their stuff and work super hard to help you. They really are the best!"

Dr. Joel F.