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IMPORTANT RETIREMENT NOTICE - With the MVA positive and interest rates at historic lows, your retirement plan could potentially be at an all time peak. Since your retirement income is directly impacted by these factors, it would be to your advantage to review your retirement options very carefully. Please call or email us today for a personal review.

 

This may be an ideal time to take advantage of this unprecedented opportunity as well as to get an objective, independent retirement income plan in place. Please contact us to discuss your personal situation.

 
We welcome employees of Dofasco looking for advice and strategies to get more from their retirement. With years of experience and many Dofasco clients already benefiting from our services, we look forward to showing you the difference our expertise can make to your financial security.

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
  • 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)
  • 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
  • Quarterly updates with online access to your investments
  • Old Age Security (OAS) application
  • Personal reviews - home or office
  • Monitor tax and investment issues
  • Private Christmas function: 2005 & 2006 at the Old Mill Inn 
  • 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....
  • All government forms including Survivor's Pensions and Death Benefits
  • Dofasco Benefits, SRIP Pension and Life Insurance forms
  • Transfer of Savings and Income Plans to your Family
  • Personal and Estate tax returns
 
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.

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