Planning for Retirement

After decades of working and saving , you can finally see retirement on the horizon. But now isn't the time to coast. If you plan to retire within the next 10 years or so, let us help provide you the tools so you can enjoy a comfortable retirement lifestyle.

Planning for Retirement with Scotia iTRADE®

  • Live educational webinars

  • Up-to-the-minute research

  • Easy-to-use trading tools

  • Low commissions

Focus your investment strategy

Many investors worry about one fundamental question: “Will I have enough?”
If that includes you, there is good news. We have some questions that can help you mentally prepare:

1. Do you have a wealth purpose?

Define “your number” – the amount of capital you need to say with confidence, “I now have enough!”

2. Do you have a time horizon?

How long will it take you to get there? For most people, a sound investment strategy stretches across four lifecycles.

3. Do you have a tax strategy?

Do you know how to pay the least amount of tax on your income and savings when you withdraw them? This can help you achieve your investment goals faster.

Build your know-how

Boost your knowledge and investing performance with resources that will add reassurance and confidence to your strategies.


It is never too early to plan for a better retirement. Explore some of your options and strategies here.


Learn how and when to transfer your assets over the course of your lifetime here.

Developing an exit strategy

Explore your personal limits and find the best strategy and moment for you to exit the market here.

Thinking of making the switch?

We know how busy life can get, which is why we offer outstanding services and support to help you as you create your investment strategy. Switching accounts is no exception.

Tools & resources to help you plan

How rebalancing your portfolio could help you save more

Learn how portfolio rebalancing can help you maximize returns while reducing risk.

Make life less taxing

Get tips and insights from our tax experts to help you invest with your life’s major milestones in mind.

Creating the right investment plan

Check out these tips to help to focus your investment strategy.

More Scotia Wealth Management resources

Total Wealth Planning
A  roadmap for your financial future, balancing your short- and long-term goals


Plan for the preservation and transfer of your wealth

Start investing with Scotia iTRADE today.