Eliott is a regular contributor, in the National Post’s Family Finance column, providing financial advice to Canadians. Eliott specializes in retirement planning and understands that each retirement situation is unique and uses his expertise and a detailed process to create a personalized approach to retirement planning. Many factors are unique to each retirement, and his thorough financial planning process leads to long-term success, helping clients understand their options and achieve their dreams. The key is to plan for an efficient long-term retirement income from all sources and implement that plan in a way that is not going to be changed due to market conditions.
If you would like to have an initial consultation and explore potential solutions for your own needs please click below to book a consultation.
In Part 1 of this video Eliott Einarson, CFP and partner at Exponent Investment Management, summarizes the steps of preparing a retirement income plan providing
Just to survive, Helen needs a bigger pool of savings on which to draw In Ottawa, a woman we’ll call Helen, 60, is struggling to
A man we’ll call Chuck lives in Ontario. Now 50, he wants to retire at the age of 55. An engineer, he takes home $6,500 per
They are light on financial assets, but a $100,000 cash inheritance, no debts and one good job pension gives them a great base to start
Herb has two years until he turns 60; he will either have to get another job or the couple will have to rein in costs
Couple think they’ve made a good choice by investing heavily in real estate, but they pay out more renting than they take in on two
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