A signpost with three destinations: Planning, Advice and Retirement.

SAVINGS ADVICE

The path to retirement is clear.

Regardless of what your retirement goals may be, our customized advice can get you there. Whether you need to set up a retirement plan or you’re ready to start saving, we’ll point you in the right direction.

Book a meeting

Or, call us at 1-800-522-1846.

3 easy steps to plan your retirement.

Do a financial health check.

Completing a financial health check with an advisor gives you a holistic view of your finances. This lets you benefit from advice specific to your unique situation so you can start investing.

Put together a retirement plan.

By picturing the future you want and how much it’ll cost, you can figure out how much you’ll need to save to retire comfortably. Then you can set up a retirement savings strategy to get you there.

Start saving.

With your retirement savings plan in place, you can set up regular transfers to automate your savings. When you set it and forget it, you’re contributing to your retirement without even thinking about it. Plus, you'll benefit from earning interest all year long.

Review your retirement plan.

We never know what the future holds. An unexpected event like a death, inheritance, property sale or health problems could have an impact on your finances. By revisiting your retirement plan, you can make sure your savings strategy reflects where you’re at in life.

Savings solutions to grow your money.

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FIXED-RATE GICs

An investment that pays off.

Grow your investments securely with our fixed-rate Guaranteed Investment Certificates (GICs).

Get attractive returns with a guaranteed principal and rates over a fixed period.1

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MUTUAL FUNDS

Solutions for every investor.

LBC Financial Services offers a range of Laurentian Bank mutual funds2 through Mackenzie Investments, one of Canada’s largest investment management firms. From the most cautious investor to the most adventurous, find a fund that’s right for you.

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MARKET-LINKED GIC

Get the best of both worlds.

It's about performance with peace of mind. With our ActionGICs, earn market-linked returns while keeping your principal safe.3

Get advice on preparing for your retirement.

Interview "How to plan for retirement?"

With life expectancy increasing, the duration of retirement could be as long as the duration of working life. That's why it's important to plan for this new stage of life as soon as possible.

Read article-3-minute read

Financial advice interview

The importance of a good retirement strategy.

Read article-4-minute read

Inflation: how it’s impacting your retirement

Strategies that could help to keep your retirement goals on track, despite inflation.

Read article-4-minute read

Helpful tips and resources.

Your questions answered.

RRSP and TFSA: how are they different?

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Registered Retirement Savings Plan (RRSP)

9 great reasons to invest in an RRSP:

  1. Shelter your investment income from tax

  2. Reduce your taxable income

  3. Save now to reduce taxes later

  4. Start investing with as little as $500

  5. Carry forward unused contribution room

  6. Benefit from a powerful retirement savings tool

  7. Split your retirement income with a spouse

  8. Apply for an RRSP loan if you can’t contribute

  9. Fund your education or first home

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Tax-Free Savings Acount (TFSA)

9 great reasons to invest in a TFSA:

  1. Pay no tax on your investment income or returns

  2. Access your funds when you need them

  3. Save for key moments in life, such as retirement

  4. Save for life projects

  5. Start investing with as little as $500

  6. Flexible investment options to build wealth

  7. No tax deductions when you invest in a TFSA

  8. Carry forward unused contribution room from previous years

  9. Choose from a wide range of eligible savings and investment products

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CDIC deposit insurance.

Laurentian Bank is a Canada Deposit Insurance Corporation (CDIC) member institution. LBC Trust and Laurentian Trust of Canada Inc. are subsidiaries of Laurentian Bank of Canada and also CDIC members.