Retirement & Estate

retirement and estate auxiliary i&i

How to Meet Your Retirement Goals

retirement planning happy couple

Retirement planning takes time and involves a lot of planning.

To have a comfortable retirement and meet your goals when you want to, you need to develop a plan. 

A few things to keep in mind when planning your retirement: 

  • Your time horizon... when do you want to retire?
  • How much do you think you'll be spending? What are your needs?
  • Goals and more


Discuss Retirement with an Auxiliary i&i team member to find out how we could help you reach your retirement goals and get the retirement you deserve. 


senior woman working retirementTransitioning into the Retired Life

The first step of transitioning to retirement is sorting out your finances. You need to figure out how much money you will receive from your savings, any investments, Social Security and so on. Once you determine your income, don't forget to consider your expenses.

Beyond the financial aspect of transitioning, Canadians forget to prepare mentally for their transition to retirement. Preparing yourself can ensure a smooth transition to retirement.

Even with having a full plan and everything worked out, it's very common to experience anxiety, nervousness, and even a feeling of loss of identity. These feelings are normal, you're not alone, and there are many ways to get help.

Not every person who retires jumps into retirement and never works another day in their life. Many retirees consider shifting into retirement gradually by working part-time instead of full time, or by picking up some sort of low-stress and low commitment work.



Make the Most of Your Mortgage

Do you want to remain in your home when you retire? Looking for an efficient way to cover life expenses like debt, travel and helping your family? A Reverse Mortgage is the perfect thing to use to reach your goals. 


Speaking of mortgage, there's a better solution than what your bank has offered you, simply called, Better Mortgage Insurance.

Here’s why this solution is better than mortgage insurance offered by your bank. 


You choose the beneficiary and they choose how to use the benefit. Coverage stays, no matter where you bank. Fully underwritten at time of application, no surprise at time of claim. 

Learn More Today

Compare Your Mortgage In Minutes


Use an online calculator to compare your rate and learn more about purchasing a home. Book a meeting with us and we could help take care of you and your home!




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