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Wealth Management

Enjoying retirement

Make your dreams come true

Enjoy the retirement you always wanted

Make sure your retirement is everything you dreamed of.
Our advice can help you enjoy the moment and achieve your goals.

The biggest adventure you can take is to live the life of your dreams.

– Oprah Winfrey

Four tips for a happy retirement

Graph showing that a 1% reduction in withdrawals makes savings go further

Ensure your financial security

Don't let health concerns derail you: Learn about the types of insurance available and get the coverage that's right for you.

You should also assess whether you're withdrawing funds at the right rate and amount. Ask your advisor.


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Take advantage of tax credits

Consult your financial planner to find out about the different income taxation methods, credits and deductions available to you and your spouse.

Find a retirement advisor

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Advisor speaking to retired couple
Advisor speaking to retired couple
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Get your estate in order

For peace of mind, think about your loved ones and what you want to leave them. Need help? The specialists at National Bank Trust are there for you.

To find out where to start, check out our list of seven steps to planning your succession, under I want to plan my succession.

Planning your succession

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Live life to the fullest!

It's time to do what you love. Start living the life you've always dreamed of and accomplish the goals that are close to your heart.

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Older couple walking on the beach
Older couple walking on the beach

Solutions to power your dreams

Pension plans and retirement funds

Find out how to withdraw funds from your RRSPs and other plans after retirement.

See plans

Trust and estate solutions

Plan thoroughly to ensure peace of mind.

See solutions

National Bank Trust Inc.

Get your estate in order with the help of our experts.

Discover National Bank Trust

More steps to planning your retirement

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Ready to make your retirement dreams come true?

Talk to an advisor to get tailored advice.

Find a retirement advisor

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