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 Single Premium Insured Annuity

October 19, 2016Parwez Financial

Available until January 1, 2017 A New Approach  A new method of structuring an insured annuity has restored its favourable results.  The new approach involves combining the prescribed annuity with a Universal Life policy. The UL policy is funded with…

Tackling the challenges of benefits provision for employees over age 65

October 17, 2016Parwez Financial

by Kim Siddall Increasing longevity, better health and the elimination of mandatory retirement means many Canadians are delaying their retirement past age 65, presenting employers with both advantages and challenges for managing benefits for this unexpected segment of their workforce….

Occasional Marijuana Users Get a Break

September 8, 2016Parwez Financial

With the federal government heading towards the legalization of personal marijuana use some life insurance companies have announced that occasional marijuana smokers would now be considered as non-smokers on new applications for life insurance and in some cases critical illness…

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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