Think saving for retirement is just about contributing to RRSPs? Don’t be surprised when retirement time comes around – prepare a plan now for the retirement you want in the future. This means looking at your entire financial picture, and Servus can help.

Financial solutions just for you

• Contribute to a Registered Retirement Savings Plan
• Open a Tax-Free Savings Account to supplement your savings
• Seek investment advice to manage your wealth
• Get life insurance to protect your family
• Consider illness and disability insurance to protect your lifestyle
• Develop an estate plan
• with a MasterCard credit card^®Earn CHOICE REWARDS

Saving for retirement

• Benefits of saving with a GIC
• When to TFSA vs. RRSP
• Planning for Your Retirement
• Build a GIC laddering strategy
• RRSPs explained
• RRSPs and TFSAs
• About spousal RRSPs
• Five RRSP tips
• Retire separately, plan together
• What to do when retirement chooses me
• What to consider before moving
  
• How will the next generation handle finances
• Inflation is inevitable, so prepare now
• Smart moves for RRSPs
• Ten common RRSP mistakes
• Golden rules for investment planning
• TFSA Guide

Preparing for the unexpected

• Estate Planning Guide

Calculators

• Retirement Planner

Quickly determine if your retirement plan is on track - and learn how to keep it there.

• Investor Profile Questionnaire

The Investor Profile Questionnaire is designed to help you create a balanced portfolio of investments.

• Investment Goal Calculator

Use this calculator to see if your investment plan is on track to meet your investment goals – and receive suggestions on how to change it if you are falling short.

• Retirement Income

Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

• Retirement Nestegg Calculator

Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.

• RRSP Loan Calculator

An RRSP loan can be an excellent way to jump start your retirement savings. Use this calculator to see how an RRSP loan could help your retirement savings plan.

• TFSA vs RRSP Calculator

This calculator is designed to help compare a tax-free savings account (TFSA) to a registered retirement savings plan (RRSP) and an ordinary taxable savings account.