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 Huge Opportunity of Millennial Home Buyers

August 15, 2016Parwez Financial

Property sellers, builders and managers are set to cash in as members of Generation Y finally find the money for a mortgage down payment Amid predictions for a modest 2016, home prices in many Canadian markets continue to soar, and…

Boomer + Sandwich Generation + Club Sandwich + Boomerang = Financial Instability

August 15, 2016Parwez Financial

The Sandwich Generation was a term coined by Dorothy Miller in 1981 to describe adult children who were “sandwiched” between their aging parents and their own maturing children.  There is even a term for those of us who are in…

Protect your valuables

July 10, 2016Parwez Financial

By Neal Muschett When it comes to protecting your home and ensuring you’ve got the right insurance coverage, there are a number of areas that are easily overlooked in high-value homes. Unique Upgrades Many high-end homes include unique upgrades—there is a…

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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