• We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

  • We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

  • We help business owners, households, retirees and students reach their financial goals through expert investment and insurance planning.

Retirement Savings Outside of Pension Funds

Retirement Savings Outside of Pension Funds

Business owners are often faced with the dilemma of how to plan for their retirement when all other registered investment options have been maxed out. It is at this point that your Wiegers Financial & Benefits advisor can explore and explain other options, including: 

  • The use of life insurance as part of your retirement plan - not just your estate plan. By using modern, up-to-date applications of today’s insurance plans, a tax-efficient additional retirement income stream can be developed.
  • Retirement Compensation Agreements. These are designed for high income earning business owners that can provide income over-and-above what is provided through traditional registered plans. By looking at your unique situation, we can determine if this type of plan is right for you.
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