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

Budget 2015 Highlights

May 9, 2015Parwez Financial

On April 21, 2015, Finance Minister Joe Oliver tabled his first federal budget.  The provisions of the budget will be of particular interest to owners of small and medium sized businesses, seniors and families with children.  As well, those looking…

Stay Safe this Summer

May 3, 2015Parwez Financial

By Anna Sharratt, BrighterLife.ca David Banerjee got a big lesson in water safety when he was seven. On his first canoe trip with his father in Muskoka, ON, the canoe capsized, tossing both of them into deep water. “I dog-paddled towards…

Don’t Wait Too Long to Convert Your Term Insurance

April 12, 2015Parwez Financial

If you require permanent life insurance coverage for family, estate planning, business, or tax planning purposes or you just wish to accumulate money in your life insurance program it may be time to look at a permanent, level cost solution….

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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