Planning my retirement

Prepare for your retirement and adopt good strategies, no matter your age.

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Aim to complement your income

Retirement requires preparation. Whether you’re 20, 30 or 40, any age is a good time to start saving. Adopt the right strategies based on your situation and goals.

Planning your retirement – where to start?

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What is a Registered Retired Income Fund (RRIF)?

See how a RRIF works, including all its advantages

Discover the RRIF

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Retired couple walking alongside a river

Retired couple walking alongside a river

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Article: Financial plans: An essential tool for financial stability

Whether you want to achieve your goals or enjoy retirement to the fullest, a financial plan is your best bet. See more information on why you should create a plan with the help of an advisor.

Set up your plan

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Tips

Discover the advantages of registered savings plans like TFSAs or RRSPs.

Little details that matter

Legal Disclaimer

The contents of this website must not be interpreted, considered or used as if it were financial, legal, fiscal, or other advice. National Bank and its partners in contents will not be liable for any damages that you may incur from such use.

Those events, articles and videos are provided by National Bank, its subsidiaries and group entities for information purposes only, and creates no legal or contractual obligation for National Bank, its subsidiaries and group entities.The details of this service offering and the conditions herein are subject to change.

The hyperlinks in those events, articles and videos may redirect to external websites not administered by National Bank. The Bank cannot be held liable for the content of external websites or any damages caused by their use.

Views expressed in those events, articles and videos are those of the person being interviewed. They do not necessarily reflect the opinions of National Bank or its subsidiaries.

For financial or business advice, please consult your National Bank advisor, financial planner or an industry professional (e.g., accountant, tax specialist or lawyer).

Have questions about retirement?

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When using our Virtual Assistant Service (the "Chatbot"), you accept these Terms of Use, which are subject to change without notice. Furthermore, you agree to consult these Terms of Use from time to time and acknowledge that your continuing use of the Chatbot means that you have accepted any changes that may have been made. Your continued use of the Chatbot means that you’ve read, understand and agree to these Terms of Use, the Terms of Use for our website, our Online transaction services, and to our privacy policy. You also understand any other agreements that you have with us will continue to apply when you use the Chatbot.

1. Our Services and your responsibilities

The Chatbot is an automated service which is integrated into our online banking platform.

The Chatbot is preprogrammed to answer general questions concerning the use of our online banking platform solely for informational purposes. The Chatbot is not able to answer questions on personal monetary transactions or products you hold with us.

By using the Chatbot, you understand and agree that:

The Chatbot does not provide financial advice or financial planning services.
The Chatbot does not conduct any banking transactions.
The Chatbot may not be able to answer all your questions. Therefore, it may not be able to provide you with the information you require. You must judge whether the answer provided responds to your question accurately. In the case of uncertainty, a customer service representative would be happy to help you. You can call us toll free at 1-888-483-5628 or 514-394-5555.
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You will not provide the Chatbot with any confidential, personal, or private information. For example, you will not provide the Chatbot with your login information, PIN or other personal banking information.

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We cannot guarantee that the results obtained via the Chatbot will be accurate and reliable and that the answers provided will meet your expectations.

We will not be held liable for damages you incur as a result of:

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