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Pre-retirement

How do you want to spend your retirement?

Plan a retirement that suits you best

Talk to an expert

Meeting your advisor is an important step when planning for retirement, no matter where you are in your process. Our investment, retirement and financial planning1 experts are here to guide you and ensure your financial health.

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Get informed at one of our conferences

To be enthusiastic about retirement and eliminate worry, it’s best to be well prepared. If you're wondering how to align your finances with your goals, our conferences can help answer your questions.

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How an advisor can help

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Help with creating your retirement plan 

Just as you plan a career, a nice retirement needs planning, too. Do you plan to volunteer, go abroad, or just take the time to live? These goals define your financial needs. Your advisor will optimize your investments based on your future lifestyle and retirement plan

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Some advice to prepare financially 

To be more precise, your advisor establishes a realistic assessment of your financial situation with you. We look at your sources of income, plans to convert your RRSPs to RRIFs, determine how to use your pension fund, and more! 

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Support to adjust your strategy

Your advisor can customize your strategy according to your objectives and investor profile. Need to revise your investments, taxes or insurance? An advisor’s recommendations will help you start your new life with peace of mind. 

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Tip

Are you nearing retirement? It's time to make the most of your RRSP by taking advantage of your unused contribution room! 

Let’s imagine your retirement together

We’ve been there

Plan your retirement without stress! Watch this quick video from Nathalie, an investment and retirement manager at National Bank, who can offer some advice.

Video transcript

Thinking about retirement can be very stressful. I know. I've been there.

INTRO

Hi, I'm Nathalie. I'm an investment and retirement manager. I'm not retired, but...I'm continuously planning for it.

Super – People don’t like thinking about their retirement.

Doing nothing, it's worse. Regardless of your age, regardless how much youput aside, you've got to have a plan.

Super – What is a retirement plan?

A retirement plan, it's a financial plan that will detail everything you need to do from now until then.

Super – Is there any magic number when it comes to saving?

There's no magic number, basically. It all depends on you. Do you want to go on a trip? Several trips? Or none at all?

Super – Any advice Nathalie?

It's never too late to start planning for your retirement. Just do it now.

Your retirement
Your retirement
Your retirement

What do you want from your retirement? 

Every retirement is unique. Some crave a fast-paced life while others want peace and quiet. For a retirement of your own, start by thinking of your future! What do you see? This article will help you ask the right questions.

Read article

Your retirement

Turn "Retiring? Good luck."" into "Retiring? Lucky you!"

You can count on us
 

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Little details that matter

Legal disclaimer

1. Financial planning services are offered through subsidiaries of National Bank. Financial Planners provide their services on behalf of National Bank Investments Inc., a wholly owned subsidiary of National Bank of Canada.

Learn more about retirement

Ready to plan out your dream retirement?

Talk to one of our experts to get tailored advice.
 

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