Strategy

The New Retirement Reality

Unlike our parents’ generation, we cannot rely on social security or employee pensions
plans to support us in our golden years. 401(k)s and other investment products put
retirement planning squarely on the individual.

What if you could continue receiving consistent income in the form of a retirement paycheck?

An investment strategy to match your journey

Thanks to innovations in medicine and healthier lifestyles, people are living longer and more active lives well into retirement age. Just like our careers, our retirement will have phases, and a segmented retirement strategy will help ensure your security at every stage of that journey.

Diversify your portfolio
Benefit from different asset classes
Time-segment your investments
Enjoy consistent retirement income

How does a segmented investment strategy work?

A segmented investment strategy utilizes a time based approach to align asset allocation with your specific objectives and income goals at every stage of retirement.

This strategy employs 3 main tactics:

Risk Alignment
Time Horizon
Diversification

Working alongside your financial advisor, investments are divided into various asset classes, setting out a management schedule to maximize growth, protect your investments while also ensuring adequate and consistent cash-flow through-out your non-earning years.

A Segmented Investment Strategy

Here's what it looks like:

A segmented investment strategy gives you peace of mind and a monthly
“paycheck” during your retirement. It’s a clear and simple money-management
solution to help you enjoy the retirement you’ve always dreamed of.

Retirement with confidence.

Get the strategy.

Book a Consultation