{"id":8001,"date":"2023-10-23T17:15:51","date_gmt":"2023-10-24T00:15:51","guid":{"rendered":"https:\/\/www.alitis.ca\/wealth-planning\/?page_id=8001"},"modified":"2026-03-10T10:45:26","modified_gmt":"2026-03-10T17:45:26","slug":"retirement-planning","status":"publish","type":"page","link":"https:\/\/www.alitis.ca\/wealth-planning\/services\/retirement-planning\/","title":{"rendered":"Retirement Planning"},"content":{"rendered":"\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-llwugim9-02e8bda38274e205b46d6df6d989a193\">\n.avia-section.av-llwugim9-02e8bda38274e205b46d6df6d989a193{\nbackground-repeat:no-repeat;\nbackground-image:url(https:\/\/www.alitis.ca\/wealth-planning\/wp-content\/uploads\/2023\/10\/Retired.png);\nbackground-position:50% 100%;\nbackground-attachment:scroll;\n}\n.avia-section.av-llwugim9-02e8bda38274e205b46d6df6d989a193 .av-section-color-overlay{\nopacity:0.4;\nbackground-color:#2b475b;\n}\n<\/style>\n<div id='av_section_1'  class='avia-section av-llwugim9-02e8bda38274e205b46d6df6d989a193 main_color avia-section-default avia-no-border-styling  avia-builder-el-0  el_before_av_section  avia-builder-el-first  banner avia-full-stretch avia-bg-style-scroll av-section-color-overlay-active container_wrap fullsize'  data-section-bg-repeat='stretch'><div class=\"av-section-color-overlay-wrap\"><div class=\"av-section-color-overlay\"><\/div><div class='container av-section-cont-open' ><main  role=\"main\" itemprop=\"mainContentOfPage\"  class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-8001'><div class='entry-content-wrapper clearfix'>\n<div class='flex_column_table av-5gmzw5-1bf8aef8817680597906cac049bfea2b sc-av_one_full av-equal-height-column-flextable'><div  class='flex_column av-5gmzw5-1bf8aef8817680597906cac049bfea2b av_one_full  avia-builder-el-1  avia-builder-el-no-sibling  first flex_column_table_cell av-equal-height-column av-align-middle  '     ><section  class='av_textblock_section av-llwudwx3-b7ce7b71259a18aff13c5b390be9dcd9 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><h1 style=\"text-align: center;\">Retirement Planning<\/h1>\n<\/div><\/section><\/div><\/div><!--close column table wrapper. Autoclose: 1 -->\n\n<\/div><\/div><\/main><!-- close content main element --><\/div><\/div><\/div><div id='av_section_2'  class='avia-section av-44wglx-a5ce2464bab083dbe280848ccd5a86e1 main_color avia-section-default avia-no-border-styling  avia-builder-el-3  el_after_av_section  avia-builder-el-last  avia-bg-style-scroll container_wrap fullsize'  ><div class='container av-section-cont-open' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-8001'><div class='entry-content-wrapper clearfix'>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-36aqxh-f0c0f663998fd96b339b9ee0e7543df2\">\n.flex_column.av-36aqxh-f0c0f663998fd96b339b9ee0e7543df2{\nborder-radius:0px 0px 0px 0px;\npadding:0px 0px 0px 0px;\n}\n<\/style>\n<div  class='flex_column av-36aqxh-f0c0f663998fd96b339b9ee0e7543df2 av_one_full  avia-builder-el-4  avia-builder-el-no-sibling  max-width-2 first flex_column_div av-zero-column-padding  '     ><p><section  class='av_textblock_section av-llwunphg-c6edaae46610e71b39dd67e064df76fb '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><p>Retirement planning is the process of setting financial goals, creating a strategy, and taking specific actions to ensure a secure and comfortable retirement.<\/p>\n<p>We provide our retirement planning services as a component of our <a href=\"https:\/\/www.alitis.ca\/wealth-planning\/services\/financial-planning\/\">comprehensive financial planning offering<\/a>. We can take into account your unique personal and financial situation to create a robust retirement plan tailored to your goals, risk tolerance, income, expenses, and assets. We do provide retirement planning services as a standalone offering. Please note that while our standalone offering may address specific retirement needs, a comprehensive plan takes a broader view, providing a roadmap for your overall financial well-being.<\/p>\n<h2><\/h2>\n<h2><\/h2>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lmb5vz2k-650388fd920528ba8810e8e5ce61d945\">\n.avia-icon-grid-container.av-lmb5vz2k-650388fd920528ba8810e8e5ce61d945 .avia-icongrid{\njustify-content:center;\n}\n.avia-icon-grid-container.av-lmb5vz2k-650388fd920528ba8810e8e5ce61d945 .avia-icongrid-wrapper .avia-icongrid-front .avia-icongrid-inner{\npadding:0 0 0 0;\n}\n.avia-icon-grid-container.av-lmb5vz2k-650388fd920528ba8810e8e5ce61d945 .avia-icongrid-wrapper .avia-icongrid-content .avia-icongrid-inner{\npadding:0 0 0 0;\n}\n.avia-icon-grid-container.av-lmb5vz2k-650388fd920528ba8810e8e5ce61d945 .avia-icongrid-wrapper .avia-icongrid-flipback .avia-icongrid-inner{\npadding:0 0 0 0;\n}\n<\/style>\n<div  class='avia-icon-grid-container av-lmb5vz2k-650388fd920528ba8810e8e5ce61d945  avia-builder-el-6  el_after_av_textblock  el_before_av_textblock  custom-style' data-min-height=\"1\"><ul id='avia-icongrid-69f4e2a8508bf' class='avia-icongrid clearfix avia_animate_when_almost_visible avia-icongrid-tooltip avia-icongrid-numrow-3 avia-cell-center av-flex-cells av-break-767 av-can-break-50'>\n<li class='av-icon-cell-item av-row-with-3-cells av-row-nr-1 av-cell-1 av-first-cell-row av-first-cell-item'><div class='avia-icongrid-wrapper av-lmb5r8tk-8c89d0d04442d674007b4bc336b7096b'><article class='article-icon-entry '  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-icongrid-front '><div class=\"avia-icongrid-inner\"><div class='avia-icongrid-icon'><span class='icongrid-char avia-iconfont avia-font-entypo-fontello' data-av_icon='\ue827' data-av_iconfont='entypo-fontello' ><\/span><\/div><header class=\"entry-content-header\" aria-label=\"Icon: Cashflow Analysis\"><h4 class='av_icongrid_title icongrid_title '  itemprop=\"headline\" >Cashflow Analysis<\/h4><\/header><\/div><\/div><div class='avia-icongrid-content' data-class-flipback=''><div class=\"avia-icongrid-inner\"><div class='avia-icongrid-text'  itemprop=\"text\" ><p>We will examine your current cash flow over a specific period. This is fundamental to gaining an understanding of where money is coming from and where it is going. This will allow us to forecast your future cash flow required in retirement.<\/p>\n<\/div><\/div><\/div><\/article><\/div><\/li>\n<li class='av-icon-cell-item av-row-with-3-cells av-row-nr-1 av-cell-2 av-first-cell-row av-inner-cell-item'><div class='avia-icongrid-wrapper av-lmb5u9j7-fef301f22242d2f4241c176e875c00a6'><article class='article-icon-entry '  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-icongrid-front '><div class=\"avia-icongrid-inner\"><div class='avia-icongrid-icon'><span class='icongrid-char avia-iconfont avia-font-entypo-fontello' data-av_icon='\ue80c' data-av_iconfont='entypo-fontello' ><\/span><\/div><header class=\"entry-content-header\" aria-label=\"Icon: Review of Survivor Benefits\"><h4 class='av_icongrid_title icongrid_title '  itemprop=\"headline\" >Review of Survivor Benefits<\/h4><\/header><\/div><\/div><div class='avia-icongrid-content' data-class-flipback=''><div class=\"avia-icongrid-inner\"><div class='avia-icongrid-text'  itemprop=\"text\" ><p>We will review any survivor benefits you may be eligible for such as those offered through the Canada Pension Plan (CPP). We can help determine what amount you may receive as they can vary depending on various factors such as the deceased&#8217;s contributions, your age, etc.<\/p>\n<\/div><\/div><\/div><\/article><\/div><\/li>\n<li class='av-icon-cell-item av-row-with-3-cells av-row-nr-1 av-cell-3 av-first-cell-row av-last-cell-item'><div class='avia-icongrid-wrapper av-lmb5v5h5-67f7c40d93da1f4c69610890613795f7'><article class='article-icon-entry '  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia-icongrid-front '><div class=\"avia-icongrid-inner\"><div class='avia-icongrid-icon'><span class='icongrid-char avia-iconfont avia-font-entypo-fontello' data-av_icon='\ue821' data-av_iconfont='entypo-fontello' ><\/span><\/div><header class=\"entry-content-header\" aria-label=\"Icon: Estate Value Projections\"><h4 class='av_icongrid_title icongrid_title '  itemprop=\"headline\" >Estate Value Projections<\/h4><\/header><\/div><\/div><div class='avia-icongrid-content' data-class-flipback=''><div class=\"avia-icongrid-inner\"><div class='avia-icongrid-text'  itemprop=\"text\" ><p>We will estimate the value of your estate including factors such as savings, properties, and investments at a future point in time. With this assessment, you can make informed decisions on how to manage your assets during retirement, ensuring that you can enjoy your retirement as you wish while also potentially leaving a meaningful inheritance or providing support for your loved ones.<\/p>\n<\/div><\/div><\/div><\/article><\/div><\/li>\n<\/ul><\/div><br \/>\n<section  class='av_textblock_section av-lo3kifko-3ae5c641e15a5fcb90dfa24b9dbe27c0 '   itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/CreativeWork\" ><div class='avia_textblock'  itemprop=\"text\" ><h2>Our Approach<\/h2>\n<p>Our retirement planning service is an enlightening process that can help you define your retirement goals, whether it&#8217;s traveling, pursuing hobbies, or simply enjoying leisure time. Having a plan and a trusted advisor by your side allows you to work towards these goals systematically. Our team follows a disciplined approach, laid out in more detail <a href=\"https:\/\/www.alitis.ca\/wealth-planning\/our-approach\/\">here<\/a>.<\/p>\n<p>At the end of the process, you will walk away with a written document of recommendations tailored to your specific needs and goals. Our aim is to provide you with peace of mind, allowing you to enjoy the present more fully knowing that you are better prepared for the future.<\/p>\n<h2>Time Commitment<\/h2>\n<p>Alitis will be your partner and guide through the process, however your engagement is the key factor in your plans\u2019 success.<\/p>\n<p>As each retirement plan is completely customized, the amount of time it takes from the initial meeting to the recommendations stage will vary depending on a few factors:<\/p>\n<ul>\n<li>The speed at which you can provide your personal financial information<\/li>\n<li>The availability for meetings for both parties<\/li>\n<li>The complexity of your situation<\/li>\n<\/ul>\n<p>Generally, there will be 2-3 meetings from introduction to final recommendations. Meetings are generally 0.5 to 1 hour each in duration. You will need to provide detailed records and statements of your personal &amp; financial information.<\/p>\n<\/div><\/section><br \/>\n\n<style type=\"text\/css\" data-created_by=\"avia_inline_auto\" id=\"style-css-av-lo3ksdvn-f5957b67efe9fefe61bf9ccc11304e03\">\n#top .hr.hr-invisible.av-lo3ksdvn-f5957b67efe9fefe61bf9ccc11304e03{\nheight:50px;\n}\n<\/style>\n<div  class='hr av-lo3ksdvn-f5957b67efe9fefe61bf9ccc11304e03 hr-invisible  avia-builder-el-8  el_after_av_textblock  el_before_av_button '><span class='hr-inner '><span class=\"hr-inner-style\"><\/span><\/span><\/div><br \/>\n<div  class='avia-button-wrap av-lo3hhtdy-6722d6d680c1986c1ef05f98b604a053-wrap avia-button-left  avia-builder-el-9  el_after_av_hr  avia-builder-el-last '><a href='https:\/\/www.alitis.ca\/wealth-planning\/contact-us\/'  class='avia-button av-lo3hhtdy-6722d6d680c1986c1ef05f98b604a053 av-link-btn avia-icon_select-no avia-size-small avia-position-left avia-color-theme-color'   aria-label=\"Contact Us\"><span class='avia_iconbox_title' >Contact Us<\/span><\/a><\/div><\/p><\/div>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":2,"featured_media":0,"parent":5255,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-8001","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Retirement Planning | Alitis Wealth Planning<\/title>\n<meta name=\"description\" content=\"Retirement planning is the process of setting financial goals, creating a strategy, and taking specific actions to ensure a secure and comfortable retirement.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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