If you’re like many other Canadians on the verge of retirement, you’ve probably entertained these questions for some time—and you may have other questions too. Whether you want to call it baby-boomer enlightenment, middle-aged angst or an actual mid-life crisis, it’s only natural to consider the next phase of life as we work to achieve our goals.

 

Preparing for retirement can be more complicated than many people expect. To help clients with this major life transition, ScotiaMcLeod has retained the services of Barry LaValley, a leading North American authority on life goal planning. As the founder and president of the Retirement Lifestyle Centre, Barry has been a great inspiration to many of our clients as they explore this next phase in their lives. Below, you will find some of Barry’s thoughts and suggestions about retirement. Please go ahead and download the full versions of any documents that interest you.

 

 

"Traditional retirement planning assumes that there is little employment income and that every retirement issue could be solved if only you had enough money! Intuitively, we know that this is not the case and that you will likely experience challenges and opportunities that will not necessarily be affected by the size of your investment portfolio.”