The following specialized services are provided at no charge to all Dofasco clients:
Pre-retirement
- Special focus on maximizing your MVA, SRIP and Annuity Factors
- Organizing your Savings and RRSP's for maximum future income
- Tax planning - including new income splitting rules
- Income tax review of prior years for retroactive refund requests
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Insure you have an up to date Will as well as Powers of Attorney for Health & Property, including Power of Attorney for Personal Care (Living Will)
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Budget planning and debt reduction
Retirement Date - Personal consultation - home or office
- Co-ordinate SRIP startup and taxation process
- Provide clear and concise directions for fund transfers
- Seamless transition of income from payroll to pension
- CPP and Government forms prepared for you
Post-retirement
- Income Tax Returns prepared annually
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Quarterly updates with online access to your investments
- Old Age Security (OAS) application
- Personal reviews - home or office
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Monitor tax and investment issues
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Private Christmas function: 2005 & 2006 at the Old Mill Inn
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Private Christmas function: 2007, 2008 & 2009 at Beverly Golf & Country Club (refer to our " social gatherings" page for pics of the events)
What happens next? Who assists the family?
We will look after....
We have provided in-depth analysis to a vast number of Dofasco employees and retirees, and we can provide the same to you. We would be happy to provide you with a referral list upon request. Please contact us at your convenience. |
