Retirement is a major milestone in your life; you need to retire in a way that works for your goals. FSW Wealth Partners helps individuals and families in Winnipeg develop retirement plans that provide confidence, clarity, and long-term financial security.
We work with you to create a strategy that evolves as your goals, income, and lifestyle change.
It does not matter where you are on your retirement journey; we meet you where you are at because it is never too early or too late to have a plan.
The key is to have a plan.
Where are you on your retirement planning journey?
Choose where you are at in life to learn more!
I am working and saving
I am preparing to retire
I am retired and living my dream
Frequently Asked Questions About Retirement Planning
When should I start planning for retirement?
The earlier you begin, the more flexibility you have. That said, it’s never too late to build a plan that fits where you are now.
How much money will I need to retire?
The amount depends on your lifestyle, expected retirement age, income sources and future expenses. A personalized retirement plan provides a clearer picture of your needs.
When should I start CPP and OAS?
The best time varies for everyone. We look at your full retirement income picture and help you decide when CPP and OAS make the most sense within it.
How often should I review my retirement plan?
We recommend reviewing your retirement plan annually and whenever you experience significant financial or life changes. Every six months is optimal.
What happens if my retirement plans change?
Life changes, and your retirement plan should too. We work with you to adjust your strategy as your goals, health, family circumstances and financial needs evolve.