Retirement Planning

 

At Camaco Financial, we specialize in helping individuals that are approaching, transitioning, or already in retirement.

 

Usually, the most expensive item you will purchase is retirement. It is essential that you have a plan to ensure you can achieve your retirement goals and not worry about running out of money. We can help you by providing advice on important considerations such as:

  • The most efficient time to take CPP/OAS

  • Determining if you have enough money to retire

  • When to convert an RRSP/LIRA

  • Coordinating tax-efficient asset withdrawal

 

We also help retirees transition their investments from a growth and accumulation strategy to investments that are designed to manage decumulation and preserve capital while mitigating the risks of inflation. 

Retirement Planning
Contact Information
Address: 4105, 230 Eversyde Blvd SW
               Calgary, AB T2Y 0J4
Tel:        403-245-2574
Email:     admin@camaco.ca
Business Hours: 8:00-5:00 pm (Monday - Friday)
About Camaco Financial Group Inc.
Our Financial Advisors specialize in retirement investing, financial planning, and insurance. Since 1977, the Calgary-based firm has established long-term relationships with many Albertans by providing honest, trustworthy & high-quality advice. 
Camaco Financial Group Inc.
*Mutual funds are offered through IPC Investment Corporation