Achieving a Successful Retirement Part 1: Introduction

Are you confident that you will achieve a successful retirement? That is, a lifestyle sustaining income and a legacy for those you love. Or have you been at all concerned that at some point during your retirement, you might actually run out of money?

Everyone has a successful retirement number. Do you know yours? That is the amount of money you need to retire comfortably and remain comfortably retired. It’s our goal to help people just like you determine your retirement number and to lay out a plan to help you achieve it. We invite you to sit with us so we can help you figure this out at no cost and no obligation.

In the meantime, this video series will teach you the 4 key concepts to determine your successful retirement number. These concepts include:

  1. We are living much longer than we think.
  2. The real risk during retirement is the rising cost of living or inflation.
  3. Rising income investments, they are the solution to the real risk.
  4. Appropriate investing behaviour is the key to our success.

When you’re ready give us a call so we can help you figure out your successful retirement number. In the meantime, watch the next video where we teach you how many years you need to plan for in your retirement.


This video was prepared solely by Chad Ekren, Joe Goncalves, and Geoffrey Perrin who are registered representatives of iA Private Wealth, a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). The views and opinions, including any recommendations, expressed in this video are those of Chad Ekren, Joe Goncalves, and Geoffrey Perrin alone and not those of iA Private Wealth. Capital Concepts and Capital Concepts Group are personal trade names of Chad Ekren. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.