In this case study1, RBC helped:

  • Put together a retirement income plan for all the things they want to do when they retire
  • Maximize their retirement income sources, with tax savings in mind
  • Create a flexible retirement income plan that considers the next 30 years and beyond

Can this Couple Afford to Retire Early?

Check out the James and Mary Case Study to see the steps their RBC advisor took to help them arrive at a decision.

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James and Mary Case Study

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James and Mary Case Study

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