Specializing in Retirement, Estate, & Investment Planning, Robin enjoys working with his clients to build an efficient, tax friendly financial plan to help them succeed. Robin is very close with his family and loves spending time with his wife and 2 dogs. In his free time he enjoys travelling, snowboarding, golfing, watersports, playing the guitar, and enjoying life to it's fullest.
Clayton has been in the financial services industry for over 33 years. He has spent time as an insurance specialist as well as a financial advisor. Clayton has a Bachelors’ Degree in Economics, a Certified Financial Planners designation, and the Elder Planning Counsellor designation. Clayton enjoys spending time with his wife and three children, travelling, and making projects in his woodworking workshop.
Retirement is often thought of as an event, but it is a journey that requires some thought, the ability to change, and the discipline to keep the course of your financial plan. This workshop focuses on how having a flexible retirement plan that takes into consideration future events can allow you to live a stress-free, enjoyable life once this new journey begins.
YOU'LL LEARN HOW TO
· Gain confidence that your savings will last through retirement even with market volatility
· Maximize your Retirement Income
· Identify the Real Risks of Retirement and protect yourself from unforeseen events in your life
· Minimize Taxes in Retirement