Parwez Financial Group Ltd.
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Preparing for Retirement

I’M ABOUT TO RETIRE, WHAT DO I NEED TO DO?

Preparing for Retirement
Who
Priorities
Who
  • Age 55 to 64
  • Preparing for retirement
  • May have adult children
  • Increased Net Worth
Priorities
  • Almost done paying mortgage
  • Little to no debt
  • Retirement savings is top priority
  • Staying on budget
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Critical Illness
    • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
Learn More

Latest News

The Corporate Estate Transfer

December 9, 2016Parwez Financial

If you are the owner of a successful company it is likely that you have retained profits or surplus cash in your corporation.  If this is the case, chances are also good that this invested surplus is exposed to a…

November is Financial Literacy Month

November 14, 2016Parwez Financial

Worries about personal finances are at the top of the list when Canadians talk about their sources of stress. By clearly showing you where your money goes, a budget is a simple but powerful tool that can help you feel…

Critical Illness – Are You Protected?

November 14, 2016Parwez Financial

Why a Doctor Invented Critical Illness Insurance Critical Illness insurance was invented by Dr. Marius Barnard.   Marius assisted his brother Dr. Christiaan Barnard in performing the first successful heart transplant in 1967 in South Africa. Through his years of dealing…

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Life Stages

Starting Your Career

Starting Your Career

Preparing for Retirement

Preparing for Retirement

Growing Families

Growing Families

Retirees

Retirees

Mature Families

Mature Families

Estate Planning

Estate Planning

Contact Us

Parwez Financial Group Ltd.
Tel: 306-525-2523
Email: info@parwezfinancial.ca

207 – 4401 Albert Street
Regina, SK
S4S 6B6

About

We take pride in designing and providing unique, innovative and tax-efficient insurance solutions for our clients in collaboration with their legal and tax advisors. Our focus is strictly on the analysis, audit and implementation of appropriate strategies involving risk-management products from top-rated insurance carriers in Canada for our client’s personal and corporate needs. We work in collaboration with our seasoned associates who specialize in their respective fields of financial and investment planning
© 2019 Parwez Financial Group Ltd