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In This Case Study1, RBC Helped the Couple:

  • Think through what they want to do when they retire, both in the short-term and down the road
  • Put together a strategy to achieve the goals and priorities that are important to them
  • Get more from their income sources, including a Locked-in Retirement Account (LIRA),
    TFSAs, the Canada Pension Plan (CPP)/Quebec Pension Plan (QPP) and more
  • 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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What to Check out Next

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