Essential Canadian Retirement Planning Tips for High-Net-Worth Clients
Kerry Rizzo, CFP?, CIM?, FCSI, APM
Partner. Senior Investment Manager, Associate Portfolio Manager @ BlueRidge | CFP, RIA, | AIternative | Hedge Fund Certified- Ivey EMBA Candidate 2025
Retirement planning is key for high-net-worth Canadians who want to protect their wealth and secure a comfortable future. In this newsletter, I’m sharing essential tips to ensure your retirement is financially sound, including how to protect your wealth, optimize your savings, and leave a lasting legacy.
"Smart retirement planning ensures that your wealth grows and your lifestyle stays secure no matter how your needs evolve."
Want to know how you can protect your assets and grow your wealth in retirement?
?? Read the full newsletter here for more insights and strategies to secure your future: Essential Canadian Retirement Planning Tips for High-Net-Worth Clients