Retiring / Financial Checklist

Financial Checklist

Transitioning into retirement will mean a change in your lifestyle and some of your life goals. Your advisor can help with strategies and advice for balancing your priorities and making progress towards achieving your financial goals. Take this opportunity to review your priorities and consider asking your advisor these questions:

  • How will my investment requirements change in retirement?
  • What is the best way to structure my retirement income so I don’t lose age benefits and credits?
  • How can my spouse and I minimize taxes in retirement?
  • My spouse and I both have sources of income, which should we use first?
  • Does my provincial health plan cover me when I spend time in the US?
  • Should I be updating my Will?
  • Should I be passing on assets to my family now or should I do it through my Will?
  • Should I consider a Reverse Mortgage?
  • How can I reduce my financial risks due to health problems?
  • What do I need to consider if I travel outside the country?












Important Information

Information contained herein is provided for information purposes only and should not be relied upon exclusively as estate, tax planning or investment advice, nor should it be construed as being specific to an individual’s investment objectives, financial situation or particular needs. You should always obtain professional advice before acting on the basis of material contained herein. While Dynamic Funds® will endeavour to update this information from time to time as needed, information can change without notice and Dynamic Funds® does not guarantee the accuracy or completeness of this information, including information provided by third parties, at any particular time, nor does it accept any responsibility for any loss or damage that results from any information contained herein.

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