Retirement Planning
Helping you build peace of mind for the future.
Plans to help save for retirement
Retirement is a brand new chapter filled with both nerves and excitement. It is your opportunity to enjoy what you’ve worked hard throughout your career to achieve.
Canadians are living longer, and living healthier, and we can help you ensure that you have sufficient funds to enjoy your post-career years without financial stress or burden.
Whether you’re close to retirement or in the early years of your career, speak to our team of specialized advisors. We will help you create the retirement package that best suits your needs, objectives, and long-term goals.
We’ll help you build a comprehensive plan that includes:
- Flexibility to grow with your life and your career
- A focus on capital preservation through retirement-geared investments
- Government benefits maximization to ensure you keep what’s yours
- Maximizing your income tax credit from Canada Revenue Agency
- Lowering your overall family tax rate through income splitting
- Tax planning strategies
- Risk management
- Creating tax-free income
Our team of advisors take the time to understand what is most important to you and walk you through each step you need to take to turn your retirement dreams into a reality. Speak with one of our expert advisors today.
Mutual funds and segregated funds provided by the fund companies are offered through Worldsource Financial Management Inc. Other products and services are offered through Cowan Benefits Ltd./Cowan Financial Solutions
Why partner with Cowan Insurance Group?
Expert advice
Someone who specializes in personal insurance will call you directly. Our expert advice means you will speak to the right person the first time.
Custom Coverage
Custom coverage specifically built for you means that Cowan will take the time to learn about your insurance needs.
Our Promise
Cowan is Canadian owned and independent. Your satisfaction is the only outcome we accept. Our clients are at the heart of everything we do and we care about what you care about.
Disclosure
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the simplified prospectus and/or fund fact sheet before investing. Mutual funds are not guaranteed and are not covered by the Canada Deposit Insurance Corporation or by any other government deposit insurer. There can be no assurances that the fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the fund will be returned to you. Fund values change frequently and past performance may not be repeated. *Mutual Funds are offered through Worldsource Financial Management Inc. Other Products and Services are offered through Cowan Benefits Ltd./Cowan Financial Solutions. Worldsource Financial Management Inc. is responsible only for mutual fund-related business activities conducted by its Registrants and is not responsible for any other business interests and activities undertaken by its Registrants or by Cowan Benefits Ltd./Cowan Financial Solutions. All information provided here is believed to be accurate and reliable, however, we cannot guarantee its accuracy and WFM will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only. This Internet Website does not constitute an offer or solicitation in any jurisdiction in which such offer or solicitation is not authorized or to any person to whom it is unlawful to make such offer or solicitation. Worldsource website www.worldsourcefinancial.com.
Mutual funds and segregated funds provided by the Fund Companies are offered through Worldsource Financial Management Inc. Other products and services are offered through Cowan Benefits Ltd./Cowan Financial Solutions.