Retirement Advisory Services

Financial Planning for Retirement

Everyone needs to plan now for the time when they no longer work and earn an income. As your financial advisors, Segal LLP works for you to provide solutions based on your needs rather than the needs of financial institutions or brokerage firms.
We provide answers to the following questions:

RETIREMENT FINANCIAL PLANNING

  • How much will I need?
  • Where am I now?
  • How big is the gap?
  • How do I close it?

INVESTMENT REVIEW

  • What is my asset allocation?
  • How are my investments performing?
  • Do they align with my retirement plan?

ESTATE PLANNING

  • Is my will still appropriate?
  • How do I minimize taxes?
  • What is my tax forecast?
  • Do I have enough or too much insurance?
  • What’s an Alter Ego Trust?

CPP ISSUES

  • When should I claim CPP?
  • What are the new rules?

MY BUSINESS

  • What’s it worth?
  • When shall I sell it?

For more information please contact our retirement advisory team.

ADVISORS

Erroll Wolff, CA, MBA, CFP, TEP
Phone: 416-490-3460
ewolff@segalllp.com

Michael Daren, CA
Phone: 416-490-3453
mdaren@segalllp.com

Les Nevsky, CA, CFP
Phone: 416-490-3454
lnevsky@segalllp.com