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Finding a retirement advisor

The key to planning your retirement

Timely and strategic advice

What does retirement look like to you? Do you want to travel, spend time with friends and family or work on a pet project? Good planning can help you make the most of your retirement and ensure a smooth transition.

Investment and Retirement Development Managers (IRDM) can provide you with personalized advice at key moments in your life. They can advise you on the best way to draw income from your retirement savings and meet your goals.

Why meet with an IRDM?

  • They'll help you allocate your assets so you get the retirement you want
  • They'll make personalized recommendations at key moments in your life
  • Their services are complementary to those of an advisor, who provides regular follow-up

Find your advisor

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Preparing for your meeting

Step 1 icon

Learn more about retirement

It's never too early or too late to start thinking about retirement. Whether you're just starting out in your career or nearing retirement, we've got useful tools and advice to help you plan your golden years.

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Work out how much you'll need for retirement

Proper planning is key when it comes to ensuring you can retire when you want and maintain your standard of living post retirement. Use the MyIdea tool to find out if your current savings strategy will get you there.

Solutions for your retirement

Savings plans

Invest tax-free with a registered savings plan (RRSP, TFSA, etc.).

Managed solutions and investment funds

Learn more about our investment solutions tailored to your investor profile and retirement goals.