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Preparing for Retirement

Preparing for Retirement

Who's this for?
Benefits
Who's this for?
  • Age 55 to 64
  • Preparing for retirement
  • May have adult children
  • Increased Net Worth
Benefits
  • Almost done paying mortgage
  • Little to no debt
  • Retirement savings is top priority (Download our app to see if you’re on track)
  • Staying on budget (Download our app!)
  • 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
Contact

Latest News

2026 Financial Calendar

January 2, 2026Ability Private Client Group

Managing your finances effectively begins with staying informed about important dates and deadlines throughout the year. This comprehensive guide outlines key financial milestones, including tax deadlines, benefit payment schedules, and contribution opportunities, to help you stay organized and on track. Whether you’re planning for tax season, reviewing your investments, or ensuring timely payments, this calendar provides everything you need to navigate the year with confidence. Take a moment to familiarize yourself with these essential details and set yourself up for a smooth and successful 2026.

2025 Year-End Tax Tips and Strategies for Business Owners

December 2, 2025Ability Private Client Group

As 2025 wraps up, it’s time for business owners to focus on smart year-end tax strategies. Learn how to manage cash flow, balance salary and dividends, and take advantage of deductions and credits before December 31.

2025 Personal Year End Tax Tips

December 1, 2025Ability Private Client Group

The end of 2025 is the perfect time to get organized and take advantage of key tax-saving opportunities. From RRSPs and TFSAs to family credits and student benefits, these practical year-end tips can help you save money and prepare for tax season with confidence.

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Contact Us

Derrick Lee-Shanok

derrick@abilitygroup.ca

margareth@abilitygroup.ca

416-875-1836

416-860-7550

1500 Don Mills Rd. Suite 400 Toronto, ON M3B 3K4



Recent Articles

  • 2026 Financial Calendar
  • 2025 Year-End Tax Tips and Strategies for Business Owners
  • 2025 Personal Year End Tax Tips
  • 2025 Federal Budget Highlights
  • Unlocking the Canada Disability Benefit

About

We believe in empowering our clients to participate in the creation and maintenance of their overall financial well being through proper education and ensuring an understanding of the possible outcomes involved in each decision.

Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.

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Insurance products are offered through PPI Management Inc., a national licensed insurance marketing organization that support independent advisors with their business, and through multiple insurance companies.

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