Financial Drawing Board
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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

Contact Us

Eric Wachtel
President

eric@financialdrawingboard.ca

Tel: 905 366 3866 ext. 3228 
Cell: 647-299-1102
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Mississauga Office:

5705 Cancross Ct Suite 200
Mississauga, Ontario
L5R 3E9

Markham Office

625 Cochrane Drive Suite 610
Markham, Ontario
L3R 9R9

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