Client Solutions

Retirement Planning

 

Take Control of Your Retirement Plan

The financial landscape is changing. Now more than ever, Canadians need expert advice.

Jerry Zakariasen, CFP, CLU

Certified Financial Planner

How you fare financially, and how much you will need in retirement, depends on various factors:

  • Target retirement age

  • Retirement lifestyle

  • Income sources

  • Inheritance planning

  • Dependents

  • Access to financial advice

  • Health

When developing a personalized retirement plan for you, we consider all your sources of income, such as private pensions, non-registered savings, RRSPs, TFSAs, and much more. We then formulate a retirement plan that allows you to draw income from each source in the most effective and efficient way possible.

When developing a personalized retirement plan for you, we consider all your sources of income, such as private pensions, non-registered savings, RRSPs, TFSAs, and much more. We then formulate a retirement plan that allows you to draw income from each source in the most effective and efficient way possible.

There is no fee for an initial consultation. This is a get-to-know-you meeting to give you a sense of who I am and what I do for my clients. It also allows me to get a sense of your needs, and jointly determine how I can best help you to reach your goals.

Here's what other's say

     “This is a tough time to be retiring and I am grateful to have Jerry as a trusted advisor and financial partner to ensure we maximize our potential. Knowledgeable,  Committed, Trustworthy ... he personifies what anyone would want in a financial planner.” - Vicky Walker

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Lifetrek Financial Group

4220-98 Street, Suite #202

Edmonton, AB T6E 6A1

Business: 780-988-6564

 

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