Your retirement plan should keep pace with your Life
For many high-net-worth individuals, sustaining their lifestyle through retirement is a top goal. However, it’s important to understand that retirement planning isn’t a one-size-fits-all concept.
A retirement income strategy that adapts to you
As your life, goals, and needs evolve, we’ll continuously identify opportunities and strategies to help preserve your wealth and enhance your lifestyle.
Goals based retirement planning
To chart your course, we begin with a deep understanding of your current situation along with your dreams and priorities. Whether you’re planning for retirement or already retired, we’ll help you build a comprehensive plan that reflects where you are and where you want to be.
Planning for the unplanned
You might believe you have a clear vision of retirement. But are you properly considering unexpected costs, including health, long-term care, and taxes? Helping you manage the risks in retirement is an important part of how we can help you build a sound retirement plan.
Did you know?
72% of affluent Canadians want to help their children buy a first home, but most haven’t included that goal in financial plans*, potentially putting retirement and other goals at risk. Find out what to consider when sharing your wealth.
*Based on 2021 survey data from Investor Economics and Pollara. See the French page for styling.
Client Testimonials
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Marlin Reimer has been my trusted financial advisor since 2001 and has seen me through my wealth accumulation years and into my retirement and beyond. I have every confidence in his advice and have really relied on him over the years, especially in my recent transition to retirement. He has been the calm voice in many storms and has been there for me when I’ve needed him most. I highly recommend Marlin and his team for financial consulting services.
Angela - Actuary & Assistant Vice President
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I became one of Marlin Reimer’s clients shortly after I recommended he pursue a career in financial planning. I had a strong belief in his integrity, intelligence, work ethic and service orientation to recommend and do what was in my best interests. That belief was the foundation of our relationship back then and has stood the test of time. Family members and friends who I have referred to Marlin over the years are satisfied clients and I continue to recommend him to others seeking a knowledgeable, dynamic and committed financial advisor. It is a pleasure to watch someone excel in their career when they clearly have the passion Marlin has.
Judy - Director, Human Resources
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I have worked with Marlin for over 18 years and have trusted him to ensure our financial planning needs are met and managed for my family’s current and future goals. Marlin works with a high level of integrity and has shown on several occasions that he is truly looking out for our best interests. He is proactive, knowledgeable and always well prepared for our bi-annual meetings. I have no hesitation in recommending Marlin’s professional and courteous service.
Alison - Product Specialist
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Marlin has our best interest in mind. He took great care of our account while we were serving in Chad, Africa for the 3 years. Trustworthy and dependable.
Doug - Missionary
