Retiring? Consolidation is even more important

Your retirement success depends on the strategic management of the different types of investments that make up your nest egg. These include:

  • Secure assets to preserve your capital — very important once you are no longer earning income.
  • Growth assets to help ensure your nest egg lasts as long as you need it to.
  • A variety of registered and non-registered investments to fund retirement income as tax-efficiently as possible.

All of this requires orchestration, which can be difficult when investments are spread among different banks, investment firms and financial institutions.

Estate planning, too, can be easier when you have the support of a single advisor. When you can view all investments together, it’s easier to plan for the distribution of assets. You also smooth the way for your executor, trustee or liquidator to administer your estate.

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