September 8, 2014

Services

The Canada Retirement Information Centre has developed the Power of Three for the benefit of our clients. The Power of Three consists of a three part integrated system which our Retirement Income Specialists use to help our clients enjoy a worry-free and successful retirement.

 

The Power of Three:

Number 1Advice – Ensuring that you have the best possible advice to make the best possible retirement income decisions.

 

Tools – Providing you with the best possible investment tools to make your retirement income, taxes and estate planning decisions.

 

Service – Ensuring that you get the best possible ongoing service from the most qualified and experienced Retirement Income Specialists.   You will get honest, easy-to-understand, reliable advice and service from the top retirement income specialists who treat your hard-earned money and life savings as if they were our own.


Our Services Include:

  • Tax Reviews
  • Retirement Income Planning
  • Tax Free Savings Accounts
  • Free income tax preparation service for our clients
  • Pension Income Splitting
  • Conversion of RRSPs to RRIFs
  • RRIFs, RRSPs, LIFs, LIRAs, LRIFs
  • Retirement Income Options
  • Guaranteed Investment Funds
  • SEG Funds
  • GICs, Annuities, and Life Insurance
  • Income, Estate and Tax Planning
  • Asset Consolidation
  • Money Management