Download your free Retirement Guide
To receive your copy of Syrja & Associates' Retirement Guide, please click on “Download the Guide” below. Explore our comprehensive guide crafted to simplify your retirement journey with Syrja & Associates. Our guide provides essential insights to help you build a confident and secure retirement plan.
Inside the guide, you'll discover expert insights on:
- Retirement checklist: Evaluate your savings, investments, and legal documents to ensure a smooth transition into retirement.
- Income streams in retirement: Create a diversified income plan using government benefits, pensions, savings, and other resources.
- Pension options: Understand your pension choices and their impact on taxes and financial control.
- Tax-efficient withdrawals: Maximize your income by implementing tax-efficient withdrawal strategies.
- Investment strategy: Design a balanced investment approach to sustain income and outpace inflation.
- Account simplification: Consolidate accounts to streamline finances and minimize retirement planning complexities.
- Customized planning: Tailor your retirement plan to fit your unique goals and lifestyle.
Download our guide and start crafting a plan that fits your life and secures your future.
Based in Toronto, Ontario, Syrja & Associates Private Wealth Management works exclusively with C-Suite executives, business owners, retirees, startup founders, and angel investors.
With a combined 35+ years of financial planning experience behind us, we will help you build confidence in your future as we aim to protect and manage your wealth.