Pre-retirees and retirees

Custom strategies

Maximizing your retirement: a tailored approach

At WSC Financial Solutions Inc, we understand that retirement is a unique journey for everyone. We believe in crafting customized retirement strategies that align with your goals, aspirations, and the life you envision after retirement. We focus on helping pre-retirees and retirees navigate the complexities of retirement planning, using advanced metrics to map out a secure financial future.

Efficient planning

Comprehensive investment strategies

team employs advanced financial metrics and tools

Income streams

We work on creating diverse income streams for your retirement years, incorporating strategies that maximize your retirement savings and minimize
tax liabilities.

Two senior people creating diverse income

Longevity planning

Your retirement may last for several decades. We can help you plan for longevity, so your saving last as long as you need them, and beyond.

Tax minimization strategies

We offer solutions to help minimize taxes and enhance your retirement income.

Insurance strategies

Insurance solutions for peace of mind

Leaving a legacy

Whether your plans are to leave money for your family or a charity of your choice, we have tax-efficient options for both.

Two women walking arm-in-arm down a beach.

Healthcare coverage

Health benefits, long term care insurance and life insurance can all help to safe guard your retirement assets from catastrophic health events.

A couple sitting at a table across from two young children.

Estate transitions

We provide strategies to help ensure a smooth, tax efficient transfer of your Estate to the next generation.

Let's discuss your goals

Contact us

We invite you to get in touch with us today to discuss your financial goals and explore how we can work together to achieve them. Your financial success is our top priority, and we look forward to being a part of your story.

Email:

wsc.financial.solutions@sunlife.com
Phone:

(905) 827-9811
Office:

Office: 1235 North Service Road West, Suite 102 Oakville, ON L6M 2W2

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