Retirement Withdrawal Questionnaire
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As mentioned in the video, if you are looking for help with your retirement withdrawals, fill out the questionnaire above to receive a personalized video with withdrawal strategies for your situation.



There are a lot of variables that come into play when putting together a tax plan in retirement. One person’s mistake may be another person’s opportunity.
Here are 3 tax mistakes that every retiree can avoid with proper planning.
1. Not having a taxefficient withdrawal plan
2. Misuing their TFSA
3. Being unaware of their annual income
Marc Sabourin, CFP®, CIM®


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Contact Us

Marc ► [email protected]
Website ► https://transcanadawealthmanagement.com/
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If you have any further questions about this video's topic or any financial planning questions in general, I encourage you to find a certified financial planner in your area or book a consultation with us to get your retirement on track. 



Disclaimer
The information contained in this video message is believed to be reliable, but the accuracy and completeness of the information are not guaranteed. Harbourfront Wealth Management Inc. has no liability to viewers of this message, and its use is entirely at the risk of the viewer. Harbourfront Wealth Management Inc. does not assume any errors that may occur in this message. Please consult your Harbourfront Wealth Management Inc. advisor before investing. Typeform is an online formbuilding service that allows users to develop a quiz or questionnaire. Our advisors use this as one of many tools to gather information and build your financial plan. However, it is not to be considered a substitute for consultation with professional accounting, tax, legal or other professional advisor. Trans Canada Wealth Management and Harbourfront Wealth Management inc. are in no way partnered with Typeform but do pay a small subscription fee for use of the digital form service. Information is provided to Typeform & our advisors at the client's discretion

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