Parwez Financial Group Ltd.
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Retirees

I’M RETIRED, WHAT DO I NEED TO DO?

Retirees
Who
Priorities
Who
  • Age 65 and over
  • Increased Net Worth
  • No longer working or working part time
Priorities
  • Mortgage is paid off
  • Little to no debt
  • Review pension arrangements
  • Staying on budget (Download our app!)
  • Living off savings
  • Reducing income tax
  • Taking care of the “What-ifs?”
    • Long Term Care
    • Premature Death
  • Make a will
  • Consider powers of attorneys
  • Making sure health insurance is adequate
  • Estate Planning
Learn More

Latest News

The Healthcare Conversation You Need To Have Now

March 6, 2018Parwez Financial

I came across this article in Forbes magazine and thought it was worth sharing.  This is relevant to anyone with aging parents – it puts protection in place for them and gives you peace of mind. https://www.forbes.com/sites/ashleaebeling/2018/02/28/the-healthcare-conversation-you-need-to-have-now/#2a5d8a5d3a35

Private Corporations Dodge a Bullet with the 2018 Federal Budget

March 6, 2018Parwez Financial

The Liberal Government’s Federal Budget was delivered by Finance Minister, Bill Morneau, on February 27, 2018.  There had been much concern and speculation about the direction the budget would take with respect to the taxation of private corporations.  This was…

Why have a will when you have beneficiaries?

February 18, 2018Parwez Financial

You give up some control when you just have beneficiaries and no will by Ed Olkovich for MoneySense magazine Q: I am married. I have RRIF and LIRA and my spouse has RRSPs. We have joint cashable accounts too. We have appointed each…

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Life Stages

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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