WealthCo

Facing an unexpected job loss later in your career can be daunting, yet in "Jennifer's" case, it offered a great opportunity to explore retirement.

Retirement is something most people dream of, but what does your dream retirement look like? How much will you need to draw from your retirement accounts each month? When can you retire?

These are all great questions to ask your advisor as they can help you plan for an navigate a smooth transition into retirement.

Wondering if your retirement strategy is moving you closer your dream retirement? Book a meeting with a WealthCo Advisor today and get clear on what retirement looks like for you.

Middle-aged woman who just lost her high-income job wonders when it's 'safe' to retire This successful professional was set for an early retirement but now wonders if that will still be possible. Read on for experts' advice.

Introducing our Staff Accountant, Catherine Ethier! From being an Office Manager to a Legal Assistant, her diverse experience enriches our finance team. She is also as educated as she is enthusiastic, with diplomas in Oil and Gas, Medical Office, Accounting Administration, Payroll Compliance, and she is in the process of completing an Accounting Degree.

Catherine’s superpowers include a fierce determination to succeed, a passion for client interaction, and the unique ability to turn challenges into opportunities for growth. She loves the camaraderie of the team and is always eager to strengthen her skills with their support.

When not at work, Catherine enjoys getting out into nature and enjoying its’ beauty with a hike, or spending quality time with her family. She also enjoys giving her time by volunteering with the Calgary Food Bank.

Thank you, Catherine, for being such a vital and positive member of our team!

Ready to elevate your investment strategy?

Say good-bye to the traditional 60/40 portfolios and explore the benefits of diverse growth through alternative investments.

Everyone’s investment journey is different, and we focus on tailoring an investment strategy that corresponds with your needs and goals.

Click the link below to learn more!

🔗 https://www.wealthco.ca/asset-management

Asset Management - WealthCo | WealthCo Group of Companies WealthCo's Integrated Advisory model was founded by CPA's and financial professionals who understand that by combining their professional capabilities, they are uniquely qualified to elevate the industry by improving the lives of the clients they serve.