11 Costly CPP Facts (& the Mistake 40% of Canadians Make)

Are you within five years of retirement or already retired? Visit our website to learn how to get your complimentary retirement plan and a second opinion on your current plan. Here's the link, https://www.humphrieswealthgroup.com/ Grab Our FREE Retirement Planning Resource Bundle, https://www.humphrieswealthgroup.com/... Learn seven effective strategies for significant estate planning, focusing on how their combined application can lead to substantial reductions in estate tax. Before implementing these tax strategies, it's crucial to establish a solid retirement income plan. These methods are designed to optimize wealth transfer and help you manage your personal finances effectively. Welcome to our channel, where we regularly upload content on retirement and overall wealth planning. Although our focus will be on financial topics, we will include other topics that impact management and the conservation of wealth, including: ✅ Health (lifespan vs healthspan, cognitive resilience, mental wellbeing) ✅ Family & relationships (support systems, “families of affinity,” social isolation risks) ✅ Purpose (meaning, community contribution, time affluence) ✅ Finances (security, freedom, sustainable spending — not just accumulation) We'll also show you free worksheets and planning tools to help you think beyond the money side of retirement, including exercises to clarify how you want to spend your time and what gives meaning to your next life chapter. If you’d like help building a retirement plan that integrates all four pillars, you can book a complimentary call through the link at the top of the description. Shaun Humphries B. Admin, CFP® Senior Financial Planning Advisor CI Assante Wealth Management Ltd.