Pre-Retirement Planning: Your Check-In for Financial Freedom
- Chris Merrick
- Feb 25
- 1 min read
Retirement planning is an essential step toward achieving financial freedom, and a pre-retirement assessment is the perfect way to prepare.
Conducted 5 to 10 years before you plan to retire, this process ensures you're on track to meet your goals and highlights any adjustments needed to secure your future.
In this short video, Chris Merrick, Principal at Merrikc Financial Inc, explains what you should be doing now and what to expect financially in retirement. From investment performance to tax efficiency and lifestyle scenarios, we provide all the information you need so you can retire with peace of mind.
Ready to take charge of your retirement? Book a free consultation today: https://www.merrickfinancial.ca/book-online
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