Transition Planning
Life’s next chapter should be everything you’ve worked toward
Your golden years deserve a plan that’s as unique as you are. Together, we’ll build a strategy that transforms your savings into steady income, ensuring you can enjoy the lifestyle you’ve earned
Preparing for your transition
We’ll walk you through the steps to get retirement-ready, from growing your savings to understanding your income sources.
Making the switch
When it’s time, we’ll help you smoothly convert your savings into reliable retirement income and organize everything for easy management.
Planning as a couple
Retiring together? We’ll explore income strategies that work for both partners, ensuring you’re both covered and comfortable.
Get help with your Saphira Financial products and services
Committed to your success, from savings goals to life achievements
Ready to Make the Move?
Whether retirement feels far away or just around the corner, smart planning makes all the difference. We’ll work with you to create a roadmap that fits your dreams and keeps your finances on track.
RRIF
Turn your RRSP into the retirement income you’ve been saving for. We’ll help you understand your options.
Workplace Pension Plan
Flexible savings with tax-free growth and penalty-free withdrawals
Take care of your family’s legacy
Estate protection is a way to know your hard-earned legacy will be passed on to the people and causes you care about.
It helps you protect and potentially grow your wealth, secure a smooth estate transition and avoid unnecessary fees in the process.
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Retirement Solutions
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